Page Comparison

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

Assign a Role or multiple roles when Creating a User

1. On From 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.
2. On the Users window, click Add User link.
3. Under the Security tab, select a Department and the role from the Available list.on Add and point to Users > New User.
4. In the Add User pop-up, under the Basic tab, select the Workspace :: Role for the new user under the Access Control section.
   If you have only 1 Workspace, the Workspace will not be shown, instead only Role selection is visible. 
5. Click Save. The user is assigned the selected role in that department workspace.

Edit a User and to Assign a Role(s)

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Workspace :: Role

1. From 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 the role from the Available list.
5. Click Save. The user is assigned the selected role in that departmenton View > Users.
6. From the ☰ menu besides the user, click on Edit.
7. Under the Access Control section, select the Workspace :: Role for the resource. You can pick multiple Workspace : Role combination for the selected user.
8. Click on Save. The user is assigned to the new Workspace, Role selected.