Creating or Updating a Role: Users

Creating or Updating a Role: Users

Purpose 

  1. To explain the User Tab within the Roles Page. 
  2. This is 1 of 4 articles related to Updating or Creating Users. To learn more, see related articles. 
AlertNote: This new feature is expected to be released the first week of March. 

Related Articles

Video 

Directions

1. Click on Admin > Roles.





2. Click on Add Role.


Click on Add Role.



3. At the top, you have the ability to type in the individuals name that you want to add to the Role. Once you have selected them from the drop-down, click the Plus Sign to add them.


At the top, you have the ability to type in the individuals name that you want to add to the Role. Once you have selected them from the drop-down, click the Plus Sign to add them.



4. To remove a user, click the trashcan icon.


To remove a user, click the trashcan icon.



5. Here, you can choose the role you want the user to go to, and click Update User Role when done.
Warning
IMPORTANT: Users MUST be associated with a role to access the First Due System.



Here, you can choose the role you want the user to go to, and click Update User Role when done.


WarningIMPORTANT: If you are done, click the Save button. If you intend to fill in more information, switch to that tab and then click Save. Clicking Save will take you out of the Role. 

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