Access roles define the authorized activities for Clients. Access roles have to be assigned for Persons, Companies, and Company staff. For example, a company employee can be assigned to a list of actions permitted in the Company’s web interface.

Follow the steps below to assign an Access role to a Client:

  1. An existing Access role is required (See How to create an Access role for details).

  2. Navigate to the Persons/Companies tab (depending on the type of the Client you need the Access Role to be assigned to).

  3. Click Edit to be navigated to the corresponding Client’s profile.

  4. Navigate to the Security section of the profile.

  5. Click Access roles, a list of created Access roles will be demonstrated in the drop-down menu.

  6. Select an Access role you need to assign to the Client.

  7. Click Update to apply the changes.

Person's profileCompany's profile

Related Pages

Access roles
Company staff
How to create an Access role