You can assign a User to a Role within a workspace in one of the following ways.
Assign a Role or multiple roles when Creating a User
- 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.
- On the Users window, click Add User link.
- Under the Security tab, select a Workspace and the role combination from the Available list.on Add and point to Users > New User.
- 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. - Click Save. The user is assigned the selected role in that workspace.
Edit a User and to Assign a Role(s)
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Workspace :: Role
- 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.
- 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 workspaceon View > Users.
- From the ☰ menu besides the user, click on Edit.
- Under the Access Control section, select the Workspace :: Role for the resource. You can pick multiple Workspace : Role combination for the selected user.
- Click on Save. The user is assigned to the new Workspace, Role selected.