Assigning a Role to a User
You can assign a role to a user on the user’s Create a User page. These assignments are made per account in the Account table near the end of the page.
Note:Not all users have sufficient permissions to assign or remove roles.
To assign a role to a user
| 1. | On the Create a User page, select the check boxes for the roles you want to assign to the current user. The user must have at least one role assigned for each account to which they are linked. (Possible roles appear in the Roles column of the Accounts table—one set per account.) |
| 2. | Click Save. |
The Producer Portal saves the role modifications and refreshes the Create a User page.
To remove a role from a user
| 1. | On the Create a User page, select the check boxes for the roles you want to remove from the current user. |
| 2. | Click Save. |
The Producer Portal saves the role modifications and refreshes the Create a User page.
See Also