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Assign Roles to a User Group

The Roles tab lets you assign specific roles to a User Group. This is useful, for example, if you want to designate a group as Approvers or assign other responsibilities.

Roles tab in the Group Editor window

How to Add a Role

  1. Click the Add button located at the bottom of the Roles List.
    Add button in the Roles tab of the Group Editor
  2. Select the desired Role from the list.
    List of roles
  3. Click OK to confirm the assignment.

 

How to Remove a Role

  1. Select the role you want to remove from the Roles List.
  2. Click the Remove button at the bottom of the screen.
  3. A confirmation window will appear, asking you to confirm.
    Confirmation window asking if you are sure you want to continue with this action
  4. Once confirmed, the Role will no longer appear in the list.

 

 

For a detailed walkthrough, please watch the video below on Assigning Roles to a User Group.