Assigning a User a Role

Before someone can access infoodle they need to be added to infoodle as a contact, assigned a role, and issued a login username and password.

Assigning a user a role

Before you begin:

Have you added the users to infoodle?
Have you created the roles?

Only an infoodle administrator with the permissions of Create Accounts and Roles and List All Roles can create roles.

How to assign a user a role?

1. Go to the profile page of the person you want to assign a role to
2. Confirm they have an email address and that it is active
3. Click on the settings cog icon in the top left next to the person's name
4. Click settings from the menu
5. Select the role from the dropdown list
6. Set login is active to yes
7. Finally, click save
   Note, this will save the settings and refresh the page. You will then see a new button available for sending a login.