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How to Assign Roles to a Batch

  • Identify the specific batch you wish to modify from the main list of batches.
  • Click that batch name and then click on the Roles tab.

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  • Pick the specific access level you want to manage (for example: Manager).

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  • The page will display users who are already assigned to this role; click the Unassigned button to see a list of other people you can add

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  • Tick the checkbox next to each person you want to grant this role to.
  • Move to the bottom of the page and click Assign Roles to confirm the update.

If you need to find a specific person (Using Filters):

  • Use the Filter tool located at the top of the user list.
  • Create a search rule using the person's Full Name, Username, or Email Address.
  • Click the Add Filter button to see the matching users.
  • Select the correct individual from the list and click Assign Roles to complete the process.

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