Step 1.


Before you can give users access to the system they must have either logged in using Office 365 as per this guide:

https://rtcauto.freshdesk.com/support/solutions/articles/44002183599-how-to-login-using-office-365

Or


Registered a local account and logged in using the login details, as per this guide:

https://rtcauto.freshdesk.com/support/solutions/articles/44002205370-how-to-login-using-fileit-login-details


And filled in their profile information.


Step 2.


To assign new or existing users access to the system (roles), you must have at least one role assigned to yourself which has the 'Settings UserManagement' permission.


The below is an example of the Administrator Role, which has 'Settings UserManagement' permission.




Step 3.


Login into the system and click the settings option from the Dashboard.




Click on the User Management option in the System category.



Find the user in the list that you would like to give roles to (you can use the filter to search by name).

Clicking on them will take you to the user details, see example below.




Now click on the Add Roles to User button on the left hand menu, a pop up will show you the roles that you can assign the user.



Select the role(s) and then Add to User.


In the above example we are giving the user Administrator Role, which has 'Settings UserManagement' permission.


If the user is already logged in, they will need to log out and back in or press F5.