/
Updating User Account Roles
Updating User Account Roles
User roles determine access rights and views in the application.
While in ‘Administration' select 'Records’.
Select ‘Core’ for the Zone, and ‘User’ for the Table
Click on ‘Edit’ next to the user, then click on the 'x' to remove any of the roles shown for the user account; or click in the field to add.
Click on ‘Save’.
Refer to the article here for Role Definitions.
, multiple selections available,
Related content
User Account(s)
User Account(s)
More like this
Adding and Removing Users in an Existing Organization
Adding and Removing Users in an Existing Organization
More like this
Consultant Access
Consultant Access
More like this
Modifying/Adjusting Item Transactions
Modifying/Adjusting Item Transactions
More like this
Application Approval Options
Application Approval Options
More like this
Archive a contract
Archive a contract
More like this