Assigning roles to a user

To assign roles to a user, you need to have administrative permissions.

Procedure

  1. Select Settings > Distributed Marketing settings.

    The Administrative Settings page opens.

  2. Click User Permissions.

    The User Permissions page opens.

  3. Expand the Administrators, Corporate Marketers, or Field Marketers group.
  4. Select the user for whom to assign a role.

    The Properties screen for that user opens. The roles that you can assign the user to appear categorized under each security policy in the Available Roles list box.

  5. Expand the security policy that contains the role to assign to this user in the Available Roles list box.
  6. Select the role and click the arrow button to move the role to the Selected Roles list box.

    To assign more than one role to a user, you can continue to use the arrow buttons to move roles into the Selected Roles list box.

  7. Click Save Changes when you finish adding all the roles for this user.

    The role appears under the Assigned Roles column in the User Permissions screen.

What to do next

Repeat this task for other users as necessary.