Assign roles to console users

Assign roles to console users so that they can complete activities in the console. When you assign a role to console users, console users are assigned the permissions from that role. Console users can perform tasks that they have permissions for.

Learn how to assign permissions to roles.

  1. Go to My practice or Console > All > Users and contacts > and select Users.

  2. Find the console user and select Edit.

  3. Select the Roles information tab.

  4. Select an empty row under Role name, then choose a role from the dropdown.

    If you do not see the role that you need, you can create and assign a new role by selecting Add. Learn how to define roles for console users.
  5. Save your changes.

  6. When the Verify your identity page appears, enter your password.

  1. Go to My practice or Console > All > Users and contacts > and select Users.

  2. Find the console user that you want to assign roles to.

  3. Select More actionsEdit at the end of the row.

  4. Select an empty row under Role name, then choose a role from the dropdown.

    If you do not see the role that you need, you can create and assign a new role by selecting Add. Learn how to define roles for console users.
  5. Select Save.

  6. When the Verify your identity page appears, enter your password.