Assigning Roles

Administrators can assign roles to existing users from two locations in the system: 

How to assign Roles to individual Users

1. From your Document Inbox, click the ⚙ icon at the bottom left-hand corner.
2. You will be taken to the Personal information page.
3. In the left-hand panel, click Roles under Company Settings.
4. From the Roles page, click the role to which you would like to add one or more Users. 
5. Click the Add user button to search and assign existing Users to the role.
6. Once existing Users have been selected, click the Submit button. 
7. Click the Save settings button in the top-right corner of the Roles page to save your changes.

Note: After modifying a User's Role, the user will need to log out and log back in for the changes to take effect.

How to assign Roles from the Users page 

1. From your Document Inbox, click the gear ⚙ icon in the bottom left-hand corner.
2. In the left-hand panel, click Users under Company Settings. 
3. Using the checkboxes, select the User or Users you would like to assign to a specific role.
4. From the toolbar, select Assign role menu and select the Role that you wish to assign to the selected Users. 

Note: After modifying a User's Role, the user will need to log out and log back in for the changes to take effect.