Manage Roles

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Revision as of 19:33, 29 August 2025 by Spetersen (talk | contribs) (Created page with "==Managing Roles and Adding Users to Account == <ol> <li>In upper right-hand corner click "Account Summary"</li> File:Account-Summary.png <li>In the pop-up window, select which account you want to manage and/or add users to and click "Manage Roles"</li> File:Manage-Roles.png <li>The"Role List" that is displayed shows everyone who is associated with that account and their role level. To change the role level of someone, simply double click on their email add...")
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Managing Roles and Adding Users to Account[edit]

  1. In upper right-hand corner click "Account Summary"
  2. Account-Summary.png
  3. In the pop-up window, select which account you want to manage and/or add users to and click "Manage Roles"
  4. Manage-Roles.png
  5. The"Role List" that is displayed shows everyone who is associated with that account and their role level. To change the role level of someone, simply double click on their email address, in the pop-up window update their role level and click save. To create a new user click the "Create" button in the upper left-hand corner.
  6. Manage-Roles-Create-Button.png
  7. In the "Create Role" pop-up window enter the users email address and select desired role level from drop down menu and click create.
  8. Create Role.JPG