Add Users to Roles

Grant Managers have several options for assigning a user to a role.

Note: This method requires that the user is already in the system. For more information, see the Add New Users resources.

  1. Navigate to the Settings > Roles and Permissions area.

  2. Select the ellipsis icon next to the user and then Manage Users.

  3. From the Manager Users page, search for the individual by name or email OR scroll through the list under Search users.

  4. Select the arrow next to the user in the Search users panel to move it to the User With Role list.

Tip: Once the user is moved to the User With Role list, both the role and user profile will be automatically updated in the system.

Note: This method refers to importing users via the User Import File during the bulk import process. This process assumes that user accounts have not yet been created.

Users may be assigned to a role when creating their account by way of the User Import File. Learn more.