Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Current »

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. From the main menu, click on  and then Company Settings
  2. In the Security section, click 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 Unassign.
  • No labels