Assigning roles to users (employees) and employee groups

Last published : Jun 07, 2026
You can use the Role Assignment tab to view associated roles of users (employees) and employee groups, assign new roles to them, and remove unneeded roles. The User and Groups section displays a list of available users and employee groups. When you select a user or a group from this list, the Assigned Roles section shows a list of roles assigned to the selected user or the group. You can assign one or multiple roles to a user or a group.
Note: You must have theManage Rolesand theGrant Users Accesspermissions to assign roles. By default, users that have theApp User Adminrole have this permission.
To assign a role to a user
  1. In the left navigation pane, click Application.
  2. Navigate to the Role Assignment tab.
  3. In the Users and Groups pane, search for and select a user or a group to which you want to assign roles.
    Note: If a user or a group is unavailable in the list, you can add it first. To add a new user, clickAdd User. Select the required user or the group from theAdd Userdialog box, and then clickSave.
  4. In the Assigned Roles pane, search for and select one or multiple roles you want to assign.
    Note: If a role is unavailable in the list, add a new user role. SeeAdding new roles for users (employees) and employee groups.
  5. Click Save.