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- From the main menu, click on and then Company Settings.
- In the Users And Clients section, click User Accounts OR From OR From the main menu, click on People > View and point to People and click on Users.
- On the Users window, click Add User link.
- Under the Security tab, select a Workspace and the role combination from the Available list.
- Click Save. The user is assigned the selected role in that workspace.
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- From the main menu, click on and then Company Settings.
- In the Users And Clients section, click User Accounts OR From OR From the main menu, click on People > View and point to People and click on 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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