Roles Help

Steps to add a user to a role:

  1. Click Roles under Common Tasks in the upper right corner
  2. Click the Manage Users button directly left of the role 
  3. Select the User from the drop down and give an effective and expiry date if desired (if you leave these blank it will grant access until you manually delete).  
  4. Select whether you want notification sent to user
  5. Click Add User to Role

Steps to remove user from a role:

  1. Click Roles under Common Tasks in the upper right corner
  2. Click the Manage Users button directly left of the role 
  3. Click the red "x" next to the user you wish to remove

Steps to create a new role:

  1. Click Roles under Common Tasks in the upper right corner
  2. Hold your cursor over the downward facing triangle and click Add New Role (Use Add New Role group if you have a large amount of roles to add in a certain category, i.e. Team Page Managers)
  3. Add a Role Name and Description and click Update
  4. To add Users to this role see Steps to add a user to a role