How To...Create a Role and Assign a User

This article walks you through the steps of how to assign a role to a user.

A few notes before you start:

• You do not need to be a user admin to create a role or assign a user to a role.
• You can select an Employee or 3rd Party user to be assigned a role; the user type does not matter.
• You can even do this for yourself! 

Below are the steps that will walk you through the process of how to assign a user to a role.

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