Assign a role

TABLE OF CONTENTS

• Introduction
• Assign a role

Introduction

All users need a security role assigned to them. The security role defines what they can and can’t do in the system. A user can have more than one role but we recommend having as few roles as possible. The Administrator role gives full access to the whole system. All user roles are displayed in the grid. To hide any that aren’t in use, right-click on a column header in the grid and deselect the roles.

Assign a role

1. Go to Setup > Security > Assign Roles.
2. Tick the relevant roles next to each user and select Save.

Note: User roles can be changed. A user must be logged out of Engage when their role is changed. Upon login they will have the new security access.