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- On the main menu, click Settings, and then click Company.
- In the Security section, click Set Role Memberships.
- A pop-up window will appear from where you can assign/un-assign multiple users to roles within a department
- First select the Department Workspace from the pull down list.
- The window will display a list of users and the roles they play in the selected department Workspace.
- The next column displays the roles they play across all departments Workspace.
- To view the assignments by Role, you can click on the Assignments by Role tab
- From the Users drop-down list, select the name of one or more users
- In the Roles drop-down list, select the role or roles you wish to assign to that user(s)
- Click Assign. The selected user is added to the department workspace with the assigned role.
- Similarly, if you wish to Unassign a user(s) from Roles they play, select the users and the roles you wish to unassign, then click on Unassign