Assign User Roles

Assign user roles link

To assign an individual user user roles

1. Visit Users in the left menu.
2. Search for the user you wish to assign user roles to.
3. Visit their Basics tab.
4. Under Permissions click the User roles: dropdown menu > select the role(s) to assign to the user.
5. Click the no buildings dropdown menu > select the building(s) to assign to the user.
6. Click the Update user button.

If a user is assigned a role without any buildings, the user will have a default permission of none and a max permission of owner for all forms.

To assign user roles in bulk

1. Visit Users in the left menu.
2. Check the users you wish to bulk assign user roles to.
3. Click the Actions dropdown menu > select Assign User Roles.
4. Click the User roles: dropdown > select the role(s) to assign to the users.
5. Click the no buildings dropdown menu > select the building(s) to assign to the users.
6. Click Add to assign the selected roles and buildings to the selected users.
7. Click Cancel to return to the Users page.

Assign buildings link

Buildings are assigned to users for any user role on a per user basis. A user can be assigned to one or more user roles and to one or more buildings for any given role.

To assign buildings to an individual user

1. Visit Users in the left menu.
2. Search for the user you wish to assign user roles to.
3. Visit their Basics tab.
4. Under Permissions find the user role you wish to add buildings for.
5. Click the no buildings dropdown menu > select the building(s) to assign to the user.
6. Click the Update user button.

To assign buildings in bulk

1. Visit Users in the left menu.
2. Check the users you wish to bulk assign user roles to.
3. Click the Actions dropdown menu > select Assign User Roles.
4. Find the user role you wish to add buildings for.
5. Click the no buildings dropdown menu > select the building(s) to assign to the users.
6. Click Add to assign the selected buildings to the selected users.
7. Click Cancel to return to the Users page.