- Knowledge Center
- Admins and Accounting
- User and Group Manager
Add User - Roles
The Roles tab allows you to set Roles to the User. Sometimes it can facilitate the User Group creation if you want to assign it e.g. an Approver Role, instead of going through detailed permissions.
To add a Role, click the Add button from the bottom of the Roles List.
Select the Role from the list, then click OK.
To remove the Role, click on it from the Roles List and then click on the Remove button from the bottom of the screen.
A confirmation window will pop up asking you to confirm.
Once confirmed, the Role will be deleted from the list, and you should be able to see the updated Roles List.
Watch the video below about the Roles tab when Adding a New User.