User Roles - Bulk Assigning User Roles and Creating New Roles

Manage User Roles

You can bulk set and amend Users' Roles using the Manage User Roles button (1)

Which Opens the User Roles interface where you can

1. See how many users are assigned to each Role
2. Edit the Users assigned to a Role
3. Create a new Role

If you edit a Role you can

1. See which Users are assigned to this Role
2. Remove Users from the Role
3. Add Users to the Role
4. See the permissions the Role has. The default Roles' permissions cannot be amended

Creating New Roles

1. Add a Role Name
2. Add the Role's Description
3. Select the Roles Permission
4. Permission available are;
   User Access = User Role - default, must be enabled
   Reporting = Adds Reporting User permissions
   Integration = Adds access to the Integrations settings
   Recovery = Adds permission to the Recovery interface
5. Add Users to the Role
6. If you add a User that is currently assigned to another Role, the User will be removed from the existing Role and added to this new Role.
7. Save