To assign roles to a user, you need to have administrative
permissions.
Procedure
- Select Settings > Distributed Marketing settings.
The Administrative Settings page
opens.
- Click User Permissions.
The User Permissions page opens.
- Expand the Administrators, Corporate Marketers, or Field
Marketers group.
- 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.
- Expand the security policy that contains the role to assign
to this user in the Available Roles list box.
- 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.
- 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.