Role Assignments

You can assign users to the following Role Name(s):

•Admin
•Preparer
•First Reviewer
•Second Reviewer
•Third Reviewer
•Corporate

 

To assign User’s to a Role (access rights level) within the application:

1.Select Admin Center in the navigation bar and the Admin Center menu appears.
2.Click the Manage drop-down list and then select User - Role Assignment.
3.Select users from the "User Login" list (to select multiple users, hold the Shift key or Ctrl key while you click the users).
4.Select the Role Name (to select multiple role names, hold the Ctrl key while you click each role name; to select all role names hold the Shift key and select the first and last role name).
5.Click Save Assignments. A message appears at the top of the page that the "User-Role Assignment Saved Successfully."
6.Click Cancel, prior to saving to revert all changes.