Page Comparison

You can assign a User to a Role within a department workspace in one of the following ways

...

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

Edit a User and Assign a Role(s)

1. On the main menu, click Settings, and then click Company.
2. In the Users And Clients section, click User Accounts OR From the main menu click on People > Users.
3. On the Users window, click on the action selector link against the selected User and click Edit
4. Under the Security tab, select a Department and workspace and the role from the Available list.
5. Click Save. The user is assigned the selected role in that department workspace.