How to Add a Role to a User

Assigning roles is essential for controlling access and permissions within the workspace. By assigning specific roles to users, administrators can ensure that individuals have the appropriate level of access to data and functionality, promoting security and efficiency. Brinkee offers a user-friendly interface to simplify the process of assigning roles.

Instructions

1. Access User Management

   • Click on the dropdown menu for “User Management” located in the main navigation panel.

2. Navigate to Roles

   • Inside the User Management section, locate and click on the “Roles” option.

3. Select Users

3.1. Within the Roles section, click on the “Users” tab.

3.2. Identify the user to whom you want to assign a role. Each user is represented by a rounded box pointing to the right.

3.3. Click on the box associated with the user you wish to modify.

4. Access Role Management

   • Once you’ve selected a user, click on the “Roles” tab.

5. Create a New Record

   • On the Roles page, locate and click on the “New Record” button.

6. Choose Role

6.1. Navigate to the box titled “Role” and click on the search icon.

6.2. Choose the desired role from the available options.

7. Save Changes

   • After selecting the role, click the “Save” button to confirm the changes.