Quick Reference — To assign a role to a user

athenaCollector

1. Display the Users page: On the Main Menu, click Settings > User. In the left menu, under Practice Links — Users, click Users.
2. Enter search criteria to find the user.
3. Click Search.
   A list of usernames that match your search criteria appears below.
4. Click the update link for the user account that you want to update.
   The user profile details appear in the fields at the top of the page.
5. Click the Roles tab.
6. Click the Edit link.
7. Select the appropriate roles.
   Note: You can assign a local role to a user account just as you would any other role (see Local Roles).
8. Click Save.