Assigning users or roles to activities
Method 1
1 In the left tree, do one of the following:
▪Click Users (under the appropriate customer account) if you want to assign an individual user to an activity
▪Click Roles (under the appropriate customer account) if you want to assign all members of a role to an activity.
▪If you are not using customer accounts, click Users or Roles under the System account.
A list of current user or role members appears.
2 Select the users or roles to assign, and then click the Activities tab in the right table. This displays the activities and activity features to which this user or role is currently assigned.
3 Click Add/Remove. The Add Activity dialog opens.
4 Select the activities to which this user or role should be assigned, and then click OK.
Method 2
1 In the left tree, click Activities under the appropriate customer account. If you are not using customer accounts, click Activities under the System account.
The activities and activity features appears.
2 Select the activities that you want to assign, and then click the Users or Roles tab in the right table. This displays the users or roles to which the selected activities are currently assigned.
3 Click Add/Remove. The Add User or Add Roles dialog opens.
4 Choose the users or roles you want to assign to this activity, and then click OK.
See also