Assigning a role to a user

You can assign to users either built-in roles for individual services, or a custom role that applies across all services. Built-in roles have a predefined set of permissions per service, while custom roles provide granular control over what the user can access. For more information about custom roles, see Custom roles and Creating a custom role.

To assign a role to a user

  1. Go to My Company > Users.
  2. Click the user.

  3. On the Services tab, in the Services and roles section, click the pencil icon, and then select the type of role to assign:

    • Built-in roles. Assign predefined roles for individual services.
    • Custom roles. Assign a custom role that controls access across all services.

  4. [If you selected Built-in roles] Do one of the following:

    • To grant administrator rights for all services, select the Company administrator checkbox.
    • To assign specific roles per service, for each service that you want to enable for the user, select the service checkbox, and then choose a role from the dropdown list.
  5. [If you selected Custom roles] From the Select role dropdown, select a custom role.
  6. Click Done.