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

Interface Update Notice: The visuals in this article predate our Q2 2025 Chocolate Release. The process remains identical, and updated visuals are forthcoming.

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.

Questions? Email support@futurefeed.co