How to Assign Roles to A User

  1. Sign in with a Instance Admin User

  2. Click Admin.

  3. Click Users.

  4. Click into a user on the User page.

  5. Under User Role, you can click to add Canned Roles or you can use Roles field to search and add a role.

  6. Under Organization Association search and add a organization field under Organization Associations.

  7. Review the User Access Summary.

  8. Scroll to the top of the page and click Save.