Assigning and unassigning roles & permissions to a user

To assign and unassign roles & permissions ot a user:

  1. Go to USER MANAGEMENT
  2. Click Roles & permissions 
  3. Click the option, Update users

In the pop-up window that appears, tick the names of the users you want to assign this role to.

You will also need to assign a Team to those users who are assigned the "Agent" role.

To un-assign users, simply untick the names of the users you wish no longer to have this role

Option 2: Assign a role to an individual user when adding/editing a user.

  1.  Go to USER MANAGEMENT 
  2. Click Add & edit users 
  3. Click Edit

From here, you can assign a role to a user during the process of adding a user, either individually or via the bulk import users function. You can also assign/un-assign a role to a user by editing their user profile. 

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