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Assign users to roles

Role assignment function comes with many search options to find the right individual users for any roles. 

  • Desktop & Tablet
  • Mobile
  1. Click Matter on the core navigation bar at the top left of the screen.
  2. Click on the gear wheel icon at the top right of the screen.
  3. In the Admin Panel section, click Role.
  4. Click on the role that you want to assign users to.
  5. Click + Add User.
  6. Use the available filter options below.
    1. Role
    2. Name
    3. Start date
    4. Position
  7. Click Search.
  8. A new search result will appear below the Search button.
  9. Check the checkbox of the users that you want to assign to the role.
  10. Click Next.
  11. Select role assignment effective date for the users.
  12. Click Add to Role.
  1. Tap Matter on the core navigation bar at the bottom left of the screen.
  2. In the Admin Panel section on the top, tap Role.
  3. Tap Create Role.
  4. Tap on the role that you want to assign users to.
  5. Tap + Add User.
  6. Use the available filter options below.
    1. Role
    2. Name
    3. Start date
    4. Position
  7. Tap Search.
  8. A new search result will appear below the Search button.
  9. Check the checkbox of the users that you want to assign to the role.
  10. Tap Next.
  11. Select role assignment effective date for the users.
  12. Tap Add to Role.