Assigning Roles to Users [01-0107]
Assigning roles to different users helps you to manage your workflow. Whether you are a sole trader, or run a big team, it is a really useful feature.
To Assign roles:
- Tap the 'Admin' tab on the main header bar and select 'Account Management’
- Next select ‘Role Manager’ from the In-Job Menu (left hand side)
Use the ‘Switch’ button to move between the two different views:
- ‘Roles > Users’ (the default setting)
- ‘Users > Roles’
‘Roles > Users’
- Use the 'Select Role' drop-down menu to choose from the following options: Account Manager, Address Manager, Certificate Sign Off, Viewer Only, and User
- Beneath are two boxes: ‘Users in selected role’ and 'Other users'
- Select a User and then use the blue up and down arrows to move them between the two boxes, depending on which roles you want to assign to them
‘Users > Roles’
- Select a user from the drop-down menu 'Select user': all of your present users will be listed
- The roles already assigned to that user will appear in the box beneath, labelled 'Roles for selected user'
- Beneath is another box showing the 'Other roles' available
- Use the blue up ˄ and down ˅ arrows to move the roles between the two boxes, depending on which roles you want to assign to the selected user
For more help on managing workflow see the How-To Video and Knowledge Base article
Any questions – just contact us at software@megger.com
[Article 01-0107-06]