Overview


Depending on what access a user needs, they will need to be assigned one or more specific roles/permissions.


For more information on what permissions each role has, please refer to the following guide:

https://evolvego.support.practiceevolve.com/support/solutions/articles/101000492700-roles-permissions-evolvego

Process


1. Go to the Directory.

2. Click on Employees:


3. Click on the user's name.

4. Click on Update > Employee > Update Employee:


5. Click on Actions > View Permissions:

6. Assign the user the relevant permission/s:


NOTE:  You must select a role with the (System) tag.


7. Click on the Save button on the bottom right-hand corner: