How to Assign a Role to a New User or Update the Role : Virtual Mgr

How to Assign a Role to a New User or Update the Role Print

Modified on: Tue, 11 Feb, 2020 at 8:39 PM

When assigning new user a role or at the time to update the role of existing user.

Step-by-step guide

Here are the steps to remove the user.

	Login in to the system and navigate to Organization → Hierarchy.
	Select the Hierarchy from which the user needs to be removed. Hierarchy area can be navigated like google maps (eg click and drag to move around the tree and zoom using the mouse scroll wheel)
	Click on 3 dots of the user that needs too removed from the Hierarchy and click remove.

How to add User

	Click on the 3 dots of the Manager this user will be working under and click add.
	In the pop-up window input the User details that you're wanting to add. The User option is a drop down of the current users that have been added to the System. Press confirm when the information has been filled in.
	The end result looks like this, and don't forget to hit the Save button. In this example the VM Support "Manager" will be able to assign and view the Test Users tasks.

Did you find it helpful? Yes No