Assign User Roles

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.