How to Assign Users to Roles in a User Group

• On the dashboard > open the side drawer > Click on User and select Manage Organizational Hierarchies.

• Then, click on the User Group name you want to edit and click roles tab.

• 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.