How to Assign Users to Roles in a Organizational Hierarchy

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

  Hierarchy.

• Then, clickClick on the UserOrganizational GroupHierarchy name you want to editedit, andthen click rolesthe 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.

  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.