How does an administrator add a login and assign a role
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How does an administrator add a login and assign a role. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Administration → Logins (Owner / Administrator only).
- Fill in Add a login: Name, Email or username, Role, a Password (or leave it empty to email an invitation).
- Press Add login.
- To change a role later, pick another one in the Role column of that person's row and press Save. You cannot remove your own administrator role.
Tip
Separately, Users & roles holds the employee directory: its System role and Additional roles decide, for example, which staff alerts a person receives and where they appear in assignment lists. What a person can open is set by the role on their login.