How to update User Roles

Edit a single user's roles

From the toolbar:

  1. Click Go To > Reports/Admin.
  2. From the Administration section, click Users to access the User Manager page.
  3. Click the first letter of the employee's last name to display a user list.
  4. Click the employee username.
  5. Click Edit on the toolbar, then select Roles from the submenu.
  6. Select the checkbox next to each role appropriate for the employee. (To remove role "Uncheck"box)
  7. Click the Update Roles button

Note:  Role changes require the user to log out and log back into the application before the changes take effect.