Role Designations

To designate/change a user’s role, click on “User Management” & search for the user.  Hover over the Action icon to the left of the user, & select “Edit”.  Click on the “Role” tab, select a User Role; then, click “Save”.   

 

If a “Next” button appears in place of “Save”, it is because there is a user custom form.  Click “Next” to proceed to the Additional Information tab, & then click “Save”. 

A user must first have back office access enabled for their profile in order to assign/edit a role.

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• Edit User

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• Add User Account

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