How do I set up user roles in my individual account?

SET UP USER ROLES

A user role contains a set of access rights. You can quickly assign access rights to new users by selecting an existing user role when you add a new user to your account. For example, you could create a user role that has access only to funding and reporting functions, then add a user to your account and assign the funding/reporting role to that new user.

Use the button above or follow the below procedure to set up user roles:

1. Log into Client Portal
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under Account Settings find the Users & Access Rights section
4. Click Users & Access Rights
5. Here there are two panels: the Users panel shows those individuals added to your account, as well as their relationship to the primary account holder; the User Roles panel shows all user roles that you have created
6. Add, edit and delete User Roles using the set of icons to the right.

Additional Information

• Adding user roles to an individual account in the Client Portal User's Guide.