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How to Assign Roles to Users

The administrator on an account can assign roles to give access to certain areas of the portal. 

Instructions for Assigning Roles to Users

1. Login to the Admin Portal and click on Account tab

2. Click on "Manage Users".

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3. Find the user that you want to edit and click on the Edit button

 

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4. Click on Assigned Roles Tab

5. Assign Role/s to user

6. When you are finished assigning roles, click Save

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Please refer to this help article for role definitions!

https://mergemobile.zendesk.com/hc/en-us/articles/202729269

 

 

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