Viewing User Role Information

How to view role information for a user

The Roles tab on the Edit User window is used to view and assign roles to the user. Each user is assigned a role, then, forms are assigned a role. When the user logs into the app, the forms assigned to their role are shown on the device.  At least one role must be created. A user can have multiple roles.

1. From the Administration menu, click Users to open the Users page. 

2. Click any username line in the list on the Users page to open the Edit User window.

   
3. Click the Roles tab to view and assign roles to the user. If you want to assign a bunch of users at once, we recommend you use the Roles page.
   
4. Click Save to save your changes and close the Edit User window.