Assigning the Analytics Role to a User
Once the Contracts Analytics user role has been created or added to an existing role, Administrators can assign the role to those users who have the expertise to use the Analytics feature.
Navigation Toolbar | Click on Admin to display the menu, and select Users to display the Users browse screen. If the Users link is not in your Admin menu, you do not have the permissions to use this feature. |
User records | Locate the user who needs the Analytics role, and click on the user record to display their User Profile. |
Search option | To quickly locate a user, enter the first few letters of their first or last name (or other identifier) in the Search field, and click the icon. To clear the filter, click on the icon. |
Edit button | Click to display the User Profile screen in edit mode. |
Role Name check boxes | Scroll through the alphabetical listing and locate the Contracts Analytics (User) role, and then click in the check box to select it. |
Save button | Click to assign the Contracts Analytics permission to the user. |
