Assign a Role to a User

As a Company Administrator, navigate to Settings → Company Settings from the header menu → User Management tab.


  1. Find the user to whom you want to assign roles. In the Roles field you can find a list of roles already assigned to this user. Hover over each role's badge to see a list of privileges that belong to this role.

  2. Click Edit on a user card to assign or remove roles from the selected user.
  3. Assign roles to a user by selecting them from the list. Hover over each role to view the privileges associated with it. Multiple roles can be assigned to a user.
  4. Grant a user Company Administrator rights by selecting Company Admin rights, or remove these privileges by selecting No Admin rights. The Admin Privileges setting is enabled only if none of the existing roles includes the Company Administrator privilege. If the setting is disabled, grant the user Company Administrator privileges by selecting a role that includes this privilege.

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