Admin Console > Roles > Assign a role to the user

Assign a role to the user

After the Administrator role or a User role is created, you can assign it to a user.

If one user is assigned to two roles and for example, one role grants access to some View, while the other prohibits it, then both these roles merge. In this case the user has the required rights for the View.

In case when the user is assigned to two roles and these roles have different default Views, then the default View for this user is taken from the role which is positioned higher in the roles list on the Documents Tree.

  1. Navigate to Admin Console > Documents Tree > Users.
  2. Select the user to be assigned a role.
  3. Select the roles to assign to the user and save the changes.

Manage role list

When the list of roles appears on the Documents Tree, you can rearrange the list using the context menu accessed by right-clicking. The roles are listed in the order of priority.

  1. On the Documents Tree, expand Roles.
  2. Right-click and select the required action.