How to Assign User Roles to Users

User roles need to be assigned to User Profiles to be utilised. One or more User Roles can be assigned to a User Profile.

Reasons to assign multiple to a profile could be:

- Different levels of access are required for different departments or sites.

- One or more Notifications and/or Scheduled Reports are required to go to the User.

- The User oversees different sites and wants each to be a separate view

 Notes:

• To assign User Roles that were specifically created for a notification (such as leave requests), only tick the boxes under Notifications in the User Profile. This also applies to User Roles created specifically for Scheduled reports, only the Scheduled reports tickbox needs selecting
  

To assign User Roles to a User, go to:

 

1. System Settings
2. Users
3. Select a User
4. Click the Roles Tab
5. Assign the user roles by selecting the relevant tick boxes
6. Click Save

Where to next?
Users with Multiple Roles