Assign roles for multiple users

Grant multiple people the same permissions simultaneously to manage your system efficiently.
  1. Click Administration.
  2. Click on customer, group, or client level.
  3. Go to the Users tab.
  4. Select ✅ one or more users.
  5. Click the button with three dots … on the top right corner of the screen > Assin roles.
  6. In the Search for a role to add list, select the role you want to assign to the users. NOTE: Click the blue text to see which users you have selected.
  7. Click OK.
Last modified May 8, 2026