Assigning Roles to a User

Assigning a role to a user is a simple process.

1. Open the Individual Record > Overview tab.

2. Click the blue User Profile button below the Image. If they are not yet a user in the system, click the yellow Create User Profile button.

3. In the User Record, scroll down to the Roles tab.

4. Assign the necessary role(s) by selecting the role and clicking the Add to Role + button.

For more on users and user roles, see: User Roles.