LG5-21: Assign a Role to a User

Introduction

Roles can be assigned to a user on the creation of that user or, from admin, you can manage users at any time by removing or adding a role to their profile. You require Security Admin rights to perform this action within e-flow.

Before assigning a role to a user you may wish to view these articles first:

• Create a User
• Create a Role

Adding a Role to a Contact from the Contacts List

1. From the Admin menu, select Users & Roles -> List Contacts
2. Locate the user that requires a Role adding or removing and click the Edit Roles link at the right side of the window

3. The 'Select Roles' dialogue box is displayed.
4. To assign a Role to the user, in the left column, click the grey push-pin button .
5. To remove a Role from a user, in the right column, click the red cross .
6. Click the Save button.

Adding a Role to a Contact from the Roles List

1. From the Admin menu, select Users & Roles -> List Roles.
2. Locate the Role that you would like to manage the users for, click the drop-down at the right side of the Role and select Manage Users.
3. The 'Select Contacts' dialogue box is displayed. Any Contacts that appear in the right column have been assigned to this Role. All Contacts appear in the left column.
4. To add a contact/user to the Role, click the push-pin button at the top-right of the unassigned Role.
5. To remove a contact/user from the Role, click the red cross located at the top-right of the assigned Role.
6. Click the Update Contacts button.