Assigning roles to a user

To assign a role to a user, follow these steps:

1. Sign in with the Instance Admin User
2. Go to Admin > Users.
3. Click a user on the User page.
4. Under User Role, either select a role from Role Templates or use the Roles field to add a role.
5. Under Organization Association, add an organization(s).
6. Review the User Access Summary.
7. Click Save.