How do I assign/un-assign roles & permissions to a user?
Required Feature Flags
The following permissions are required to use this feature:
Required Permissions:
Manage Users (
admin.org.users.manage) — to assign roles via the user profileManage Roles & Permissions (
admin.org.roles-and-permissions.manage) — to assign multiple users to a role from the Roles & Permissions page
There are two options for assigning roles and permissions to users.
Option 1: Assign Multiple Users to a Role
Go to User Management > Roles & Permissions and click Update users on the row of the role you want to assign.
In the pop-up window, tick the names of the users you want to assign this role to.
You'll also need to assign a Team to any users assigned the Agent role.
To un-assign users, untick the names of the users you no longer want to have this role.
Option 2: Assign a Role to an Individual User When Adding/Editing a User
Go to User Management > Add & Edit Users and click Edit on the user you want to update.
From here, you can assign a role to a user during the user addition process, either individually or via the bulk import users function. You can also assign or un-assign a role to a user by editing their user profile.
When assigning roles, keep in mind:
Agent role: Users with the Agent role must be assigned to a team. They can be evaluated and their performance data is linked to their team in the structure/org-chart. If you assign only the Agent role, they will only see their own data in reports.
Non-agent roles: Users with non-agent roles (such as Manager, Quality Analyst, or Admin) need to have their Reporting Access level set. This determines which parts of the structure/org-chart they can see data for in reports.
Multiple roles: A user can be assigned one or more roles. The permissions from all assigned roles are combined, giving the user access to everything each role allows.
Important Notes
A user can hold multiple roles at the same time (for example, both Agent and Team Leader).
If you change the permissions for a specific role, all users with that role will automatically have their permissions updated.
You can view a user's current permissions by clicking the Actions menu next to a user in the Add & Edit Users table and selecting View Permissions.