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. 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 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. 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 workspace and the role from the Available list.
5. Click Save. The user is assigned the selected role in that workspace.