Assigning a Role to a Staff Member

Staff members can perform certain operations in Operations if a role they are assigned enables them to do that. By default, every new staff member is given the Account Administrator role. You can assign other roles to your end-users to define their ability to manage resources.

Note: To create a role, follow the instructions in the Creating New Role for Customer section.

To assign a role to a staff member, complete one of the following sets of instructions:

A

1. Go to System > Users > Users tab > Staff Members sub-tab. The list of existing staff members is displayed.
2. Select the staff member you wish to assign role to. General information page of the staff member appears.
3. Open the Roles tab. A list of already assigned roles is displayed.
4. Click the Add button. A list of available roles that are not assigned to the staff member appears.
5. Select the corresponding check box and click Submit.

Note: You can assign more than one role to a staff member using the same procedure. In that case, privileges composing roles may intersect.

B

The other way to assign a role to a staff member is as follows:

1. Go to Operations > Customers. Select a customer.
2. On the Security tab, select the Roles sub-tab.
3. Click a name of the role you want to assign.
4. Open the Role users tab. You can see a list of the customer's staff members who use the role.
5. Click the Add New Role User button. A list of the customer's staff members without this role appears.

6. Select the required staff member by checking the corresponding check box.

   Note: By checking several check boxes in the list, you can assign the same role to more than one staff member at once.

7. Click the Add button. You can see the newly added staff member among the role users.