Assign a Role to a User

You assign a role to a user to grant the user with access rights associated with the role.

To assign a role to a user:

  1. On the header bar, click Admin.
  2. In the Search Admin Zones field at the top, enter Users and Licenses.
  3. Click the Users and Licenses link that displays.
  4. In the Contact field, enter the name of the contact.
    As you type, a list of matching contacts displays, and you can click a contact to select them.
  5. Click .
    Note: If this icon is disabled, it means that the contact is not currently a licensed user. For information, see Create a User.
  6. In the user window, select the role(s) that you want to assign to the user.
    You can view the access rights of all roles in the Global Role Security Report. For information, see Generate the Global Security Report.
  7. Click OK.