Apply ‘Roles’ to Users

Roles are applied to Users to control how they can react with the site.

  • If a Staff member is changing Roles for whatever reason, they must Edit their Profile in this way.

  • Please see here for Roles information and how this will affect the User’s abilities on the system.

To apply a User’s Role:

  1. Click ‘Set Up’ in the Control Bar

  2. Under ‘People Set Up’ in the Page Tree, click ‘User Profiles’

  3. Select the User the role is to be added to by either using the Search Box,  Column Filtering

  4. Once the User is selected, click  ‘Edit’


  1. The Role of the user is defined in the drop down box as seen below.

  1. Click the relevant Role to select it.

  2. Click ‘Save’