Roles and permissions

View and manage active and inactive users, update user categories, and manage officer roles and term information in the Roles and permissions page.

  1. On the main navigation menu, select Site settings.

  2. Select Roles and permissions from the list of options.

  3. Use the Summary tab to view the total number of licenses in use, deactivated users, system administrators, and workroom administrators.

  4. Select the Inactive users tab to view the users whose accounts are deactivated.

    You can also activate any deactivated users.

  5. Select the User categories tab to add a new user category or view existing user categories.

  6. Select the Officer roles and term Info tab to add or edit term information and officer roles for a user.

  7. To add a new user, select Manage user accounts and select Add user.