Engage Voice | Assigning Roles to an admin user
Now that you’ve created a document with a specific set of permissions, you can assign that document to any admin user(s) of your choice. Remember: Users won’t be able to do or see anything in the platform until they’ve been assigned a Role that tells the system which areas they can and cannot access … so don’t skip this step!
To assign a Role to an admin user, follow the steps below.
1. Navigate to Users > Roles
2. Select the account from the left-hand panel to expand a list of Roles created for that account
3. Find and click the Role of your choice
4. Click the User Assignment tab
5. Use the search bar at the top of the Role Assignment panel or scroll through the list of available users to find the user you’d like to assign the Role to
6. Check the box to the left of the name of your chosen user(s)
7. Click Save at bottom right to save all your changes
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