How do I assign/un-assign roles & permissions to a user?

There are two options available for assigning roles and permissions to users.

Option 1: Assign multiple users to a role

Navigation prompt

Go to USER MANAGEMENT > Click Roles & permissions > click the option, Update users

In the pop-up window that appears, tick the names of the users you want to assign this role to.

You will also need to assign a Team to those users who are assigned the "Agent" role.

To un-assign users, simply untick the names of the users you wish no longer to have this role

Option 2: Assign a role to an individual user when adding/editing a user.

Navigation

Go to USER MANAGEMENT > Click Add & edit users > Click Edit

From here, you can assign a role to a user during the process of adding a user, either individually or via the bulk import users function. You can also assign/un-assign a role to a user by editing their user profile.