How Do I Assign a Role to a User?#

  1. Access the Assign Roles to Users form through the Web Site Administrator main menu, or through the Navigation tree. You will be presented with a list of users.
  2. Click the Add icon found at the bottom of this list. A blank row will now appear in the list.
  3. Ensure your cursor is on this row. Directly beneath the list are fields that allow you to define the role you wish to create.
  4. From the User Name pop-up menu, select the user to whom you would like to assign a role.
  5. From the Role Name pop-up menu, select the role.
  6. Complete the Role Sequence.
  7. If you wish to indicate that this will be the default role outside of the Professional world, indicate YES for Default Role. Only one Professional role (not Self Service) per user may be assigned as a default role.
  8. Save the file.



Frequently Asked Questions - Web Site Administrator Self Service#


Notes #

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