How to Assign Users to Roles in a Organizational Hierarchy

• On the Dashboard, open the side drawer, click on User, and select Manage Organizational Hierarchy.
• Click on the Organizational Hierarchy name you want to edit, then click the Roles tab.

Assigning Users to a Role:

• Review the list of available roles.
• Click on the role to which you want to assign users.
  

• A page will open displaying all users currently assigned to the selected role.
• To assign additional users, click the Unassigned button. This will display all users who are currently unassigned to the selected role.
• Select the user(s) you want to assign.
• Scroll down and click Assign Roles.

Using Filters:

If you cannot find the required user:

1. Use the Filter option.

2. Add a filter using Email Address, Username, Full Name or Other available user profile fields .

3. Click Add Filter.

4. Select the required user from the filtered results.

5. Scroll down and click Assign Roles to complete the assignment.