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Assign Multiple Roles to a User

Assign Multiple Roles to Users

Users can be assigned to multiple roles as needed. For example, a Fire Marshall might need to be an Administrator for one type of application, and a Reviewer for another type.

To add a role to a user, follow the steps below. To remove existing roles from a user, see the Remove a Role from a User article.

Steps

  1. Go to Tools > Users.

  2. If you know the name of the user, you can enter the name, or a part of it, in the Search box. The list of users will narrow as you enter text.

  3. If you want to limit your search to user roles, select the User Roles dropdown menu. Then click on the user role to add or remove it from your search: a checkmark beside the role indicates it's included in the search.

    Image showing the search box and the user role dropdown menu, with 2 user roles selected.

  4. Once you've located the account, click the User Name.

  5. All roles assigned to that user are listed at the top of the page. To assign another role, click Add Role.

    The list of roles the Fire Marshall account is assigned to, along with the Add Role button.

  6. Click the Role Name dropdown menu and select the role from the available list. You can only add one role at a time.
    Note: If you don't see the role in the list, you'll need to first add that role in Eproval. See the Create a New Role for an Application Type article for more instructions.

  7. Click Add Role. The added role should now appear under the list of roles for the user.

  8. To add another role, click Add Role and repeat the steps.

  9. Once you've added all roles, click Update User.

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