Set Single User Workspace Role Memberships

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

1. From the main menu, click on  and then Company Settings. 
2. In the Users And Clients section, click User Accounts OR From the main menu, click on View and point to People and click on 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.
5. Click Save. The user is assigned the selected role in that workspace.

Edit a User and Assign a Role(s)

1. From the main menu, click on  and then Company Settings. 
2. In the Users And Clients section, click User Accounts OR From the main menu, click on View and point to People and click on 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.