Page Comparison

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Assign a Role or multiple roles when Creating a User

1. From the main menu, click on Image Removed and then Company Settings. 
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 Add User link.
4. Under the Security tab, select a Workspace and the role combination from the Available list.Add and point to Users > New User.
5. 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. 
6. Click Save. The user is assigned the selected role in that workspace.

Edit a User and to Assign a Role(s)Workspace :: Role

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1. From the main menu, click on Image Removed and then Company Settings. 
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 workspace and the role from the Available list.
5. Click Save. The user is assigned the selected role in that workspace.

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1. View > Users.
2. From the ☰ menu besides the user, click on Edit.
3. Under the Access Control section, select the Workspace :: Role for the resource. You can pick multiple Workspace : Role combination for the selected user.
4. Click on Save. The user is assigned to the new Workspace, Role selected.