Assigning Multiple Roles to Multiple Users

In this article, we demonstrate how to add multiple users to multiple roles in the Users interface. We are using existing roles Test Role 1 and View Only.

To assign multiple users to existing roles, follow these steps:

  1. On the main navigation bar, click , the gear icon.

  2. In the drop-down menu, click Users & Groups.

    selecting Users & Groups. Administration menu shows Apps, Set Homepage, and Job Status. The Site Administration menu includes Users & Groups (active), Manage Roles, Email Templates, Custom Styles, Custom Colors, Static Assets, and Site Settings.
    Selecting Users & Groups from Site Administration () Menu
  3. The Manage Users & Groups interface appears, open on the Users tab.

  4. Select the users that you want to assign to roles. We used CArep1, CArep2, NVrep1, ORrep1, and WArep1.

    In Manage Users and Groups, on the Users tab, select a number of users.
  5. Click Add to Roles.

    In Manage Users and Groups, on the Users tab, select a number of users.
  6. In the drop-down menu, select the roles you plan to assign to the selected users, and click Save.

    We used the roles Test Role 1 and View Only.

    In Manage Users and Groups, on the Users tab, select a number of users.
  7. Note the changes to the information in the Users interface.

    In Manage Users and Groups, on the Users tab, select a number of users.