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- On the main menu, click Settings, and then click Company.
- In the Users And Clients section, click User Accounts OR From the main menu click on People > Users.
- On the Users window, click on the action selector link against the selected User and click Edit
- Under the Security tab, select a workspace and the role from the Available list.
- Click Save. The user is assigned the selected role in that workspace.
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You can add/edit the role a user plays in an App by following the same steps above. |