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

Assign a Role or multiple roles when Creating a User

  1. On 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 Add User link.
  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 department.

Edit a User and Assign a Role(s)

  1. On 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 department.
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