How to Assign Roles to A User
- Sign in with a Instance Admin User
- Click Admin.
- Click Users.
- Click into a user on the User page.
- Under User Role, you can click to add Canned Roles or you can use Roles field to search and add a role.
- Under Organization Association search and add a organization field under Organization Associations.
- Review the User Access Summary.
- Scroll to the top of the page and click Save.