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How to add a role to a user's account

To add a new role to a user's account from the People screen, follow the steps below.

1. Click on the People link and search for the name or email of the person.
2. Access the person’s details by clicking on their name.
3. Under their roles, click on the Add a role button.
4. In the Select a role field, click on the drop down arrow to search for the name of the role, or start to type the name of the role. A list of the roles that match the typed entry will appear. Select the role that is required.
5. In the all teams field, you have the option to allow this user to have this role for all teams, or a specific team. To select an individual team, click on the all teams drop down arrow and choose a team from the list. If you know the name of the team, start to type the name and a list of teams that match the typed entry will appear. Select the relevant team.
   
   NOTE: If you would like to add the person to the role in multiple teams, select the Add a role button to add a new entry on the persons account.
6. If the role is applicable to all case types, leave the all case types field blank. If you would like to associate a role to a specific case type, click on the all case types drop down arrow and select an individual case type. Or, if the role covers multiple case types that are similar, select the parent case type.
   
   
   
   NOTE: If you would like to add the person to the role for multiple case types, select the Add a role button to add a new entry on the persons account.
7. To save the details, scroll to the bottom of the screen and click on the Save button.