Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. On the main menu, click Settings, and then click Company.
  2. In the Security section, click Set Role Memberships.
  3. A pop-up window will appear from where you can assign/un-assign multiple users to roles within a department 
  4. First select the Department Workspace from the pull down list. 
  5. The window will display a list of users and the roles they play in the selected department Workspace.
  6. The next column displays the roles they play across all departments  Workspace.
  7. To view the assignments by Role, you can click on the Assignments by Role tab
  8. From the Users drop-down list, select the name of one or more users   
  9. In the Roles drop-down list, select the role or roles you wish to assign to that user(s) 
  10. Click Assign. The selected user is added to the department workspace with the assigned role.
  11. 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