By default, new users have no roles assigned to them. As a Client Admin, you can choose which roles are assigned to each user. The available roles are determined by the products and quantities described in the contract.
To assign a role to the new Additional User, follow these steps:
1. Navigate to the User Roles Interface:
- Log in to the admin portal of your organization at https://appmanager.olisystems.com.
- Select "User Roles" from the sidebar to access the User Roles interface.
2. Identify the Target User:
- Locate the new user in the list of users. You will see a row corresponding to the new user.
3. Click the Pencil Icon:
- In the target user's row under the "Roles" column, click the pencil icon to edit their roles.
4. Select from the List of Available Roles:
- A list of available roles will appear. These roles are determined by the products and quantities specified in the contract.
- Select the desired role(s) to assign to the user
5. Assign the Role:
- Assign the role to the user by confirming your selection with the checkmark. By doing so, you are allocating a seat from the contract to the user.
By following these steps, you can effectively manage and assign roles to new users, ensuring they have the appropriate permissions and access as defined by your organization's contract.