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Getting Started - Assigning a User Role

Updated over 5 months ago

This guide will walk you through the process of assigning a user to an existing role.

If you would like to create custom roles, please follow THIS guide. Custom roles need to be enabled by a ManagedMethods team member.


STEP ONE:

Select the Admin button on the top waffle menu.


STEP TWO:

Select the Roles link under Access Management.

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STEP THREE:

From this page, click the user icon beneath the role that you wish to assign a user as.

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STEP FOUR:

Once on the Assigned Users tab, click Assign Users to give this role to existing users in your environment.

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STEP FIVE:

On the pop-up dialog, select an existing user(s) and one or more cloud apps (ex. Google and Office 365) to give the user(s) permissions in. Finally, click Confirm.

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