Assigning a Role to a User

If you have created the required roles and users in your user management, you can assign these roles to every single user.

In the standard group management the group "Company" is created by default, here you can assign the roles to users.

To assign one or more roles to a user, proceed as follows:

1. First click on the menu item "Groups" in the navigation pane. The list of all groups is located in the middle pane of the browser window, by default, the group "Company" is available.
   
   
2. In the editing area you can make following changes:
   
   
   • group name
   • group description
     
     
3. All created users are listed under the menu Members and roles.  
   Here, all entries are listed by default in alphabetical order. You can use the search function to find the desired user entry faster, or, alternatively you can sort the user list according to following criteria:
    
      
   • e-mail
   • company name
   • last name
   • first name
   • phone number
      
     
    
   
   
4. For each user entry, all already assigned roles are displayed next to the corresponding e-mail and company name (if one is defined in der users administration). To assign a role to a user account, click on the [Add role]-button. This opens a selection box where you can select other roles.
   
   
5. Confirm your selection by the -icon. Add more roles as described to this user account as needed.
   
   
6. You also have the option, to remove any user assigned roles. To do this, click the -icon of the appropriate role.