LP5: Assign a Role to a User

Introduction

Roles can be assigned to a user on the creation of that user or, from the Admin panel, 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.

(See also our guide on creating roles.)

Adding a Role to a Contact from the Contacts List

1. From the Admin menu, under 'Users & Roles', click on 'List Contacts'.

2. Locate the user that requires a Role adding/removing and click the 'Edit Roles' link at the right side of the window.

3. The 'Select Roles' dialogue box is displayed.

Roles in the left column show all roles available, including roles already assigned to the user which are coloured green.

Roles in the right column show all roles assigned to the user.

• • To assign a Role to the user, in the left column, click the grey push-pin button .
  • 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, under 'Users & Roles', click on '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.

• • To add a contact/user to the Role, click the push-pin button at the top-right of the unassigned Role.
  • To remove a contact/user from the Role, click the red cross located at the top-right of the assigned Role.

Note: Any Contacts that appear in the right column have been assigned to this Role. All Contacts appear in the left column.

4. Click the Update Contacts button.

See more:

LP5: Role Security Levels

LP5: Understanding and Working With User Roles

LP7: Create a Role