Page Comparison

There may be times you want to revisit User-Roles and assign or unassign more than one at a time. 

Assign/Unassign multiple Users to Roles

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 Workspace from the pull down list. 
5. The window will display a list of users and the roles they play in the selected Workspace.
6. The next column displays the roles they play across all 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 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 UnassignLogin with a user with administrator privileges and click on Administration option under the user profile.
12. Under the Account Management section, click Access Control.
13. Click on the user icon besides the role name to which you wish to associate your users.
14. In the new pop-up, select/assign your users under the workspace you wish and click Save.
    The users will inherit the privileges assigned to the roles.