Assigning roles to users

After you have created user roles, assign roles to users who are part of the customer company.

  1. On the Business Center home page, select Users > Users.
  2. Use the search form to find the user to be assigned roles.
  3. Click the name in the User Name column. The User Details page displays all roles that have the Customer User role type.
  4. To add a new role to the current user, select the check box next to the appropriate role, and click Save.