How to assign a role to a user

Modified on Tue, 22 Apr at 9:38 AM

Overview


Depending on what access a user needs, they will need to be assigned one or more specific roles/permissions.


For more information on what permissions each role has, please refer to the following guide:

https://evolvego.support.practiceevolve.com/support/solutions/articles/101000492700-roles-permissions-evolvego

Process


1. Go to the Directory.

2. Click on Employees:


3. Click on the user's name.

4. Click on Update > Employee > Update Employee:


5. Click on Actions > View Permissions:

6. Assign the user the relevant permission/s:


NOTE:  You must select a role with the (System) tag.


7. Click on the Save button on the bottom right-hand corner:



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article