Overview:
Grant each team member the correct access level by assigning them one or more roles.
Steps:
Go to User Management → select a user.
In the user’s profile, locate the Role dropdown.
Select the appropriate role(s).
Click Update Profile to save.
Notify the user to log out/in for changes to take effect.
Tips & Best Practices:
Limit users to the fewest roles needed for their job.
Use combination roles sparingly—overlapping permissions can get confusing.
Troubleshooting / FAQs:
User still can’t access a feature? Check that the role has that module enabled.
Role dropdown missing? Verify you have “Manage Roles” permission.