Link each of your users to specific roles to grant Data Access Permissions.
1. Link Role via the User Screen
- Navigate to 'Administration' > 'User Manager' > 'Users'.
- Open a user record.
- On the Roles grid, click the
'Link' button on the toolbar. - Select the Roles to link the user to and click the 'OK' button.
2. Link User via the Role Screen
- Navigate to 'Administration' > 'User Manager' > 'Roles'.
- Open a specific Role.
- On the 'Users' tab, click the
'Link' button on the toolbar. - Select the Users to link the Role to and click the 'OK' button.
