Painite Community
Admin guides
Administration

Assign a role

Bringing someone onto the team? Assign them a role so they can use the parts of the portal they need.

Always work in your own location. Choose it from the selector at the top left of the portal before you start. Each location manages its own records, so nothing should be added under Global.

The Roles and Permissions page

Open Roles & Permissions

  1. 01
    Roles & Permissions

    In the side menu, open Administration and click Roles & Permissions.

  2. 02
    Assign

    On Role Assignments, click Assign.

The Assign Role form

Choose the person and role

  1. 03
    User

    Under Select a User, choose the person.

  2. 04
    Role

    Choose their Role.

  3. 05
    Save

    Check it over, then click Save.

The role is assigned

It appears under Role Assignments, next to the person's name. Not sure which role to pick? See Understand roles.