How can I assign a new role to a user?

How can I assign a new role to a user?

Company admins can assign different roles to the users.

To assign a new role to a user, simply navigate to the main menu, select your Organisation and open Users page under "Workflows and settings" section:

and select a role from the drop-down list next to the user:

    • Related Articles

    • How can I assign a new role to a user?

      Organisation admins can assign different roles to the users. To assign a new role to a user, simply navigate to the Users page under the main menu "Workflows and settings" section and select a role from the drop-down menu next to the user:
    • How can I assign a new role to a user? (Cin7 Core)

      Organisation Administrators can assign different roles. To assign a new role to a user, simply navigate to the Users page under the main menu's Workflows and Settings section and select a role from the drop-down menu next to the user:
    • Roles in ApprovalMax (Xero)

      There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
    • Business account roles

      An account owner is a registered person who created an account. They can apply for Partner status, access the Partner Portal and Practice staff, invite users and assign their roles, send out invitations to certifications, add new/delete/retire ...
    • Roles in ApprovalMax (Cin7 Core)

      There are three types of roles in ApprovalMax: Account-based, Organisation-based and workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...