Symbient Opta User Documentation
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Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
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Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
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How to Assign User Roles

Prerequisites: User Roles
 Alternatives: None See Also: User Roles
Modify Roles
Delete Roles
Predefined Roles


There are two paths you can take to assign users roles:

  1. Expand the Admin menu item and click on My Company
    1. On the MyCompany screen select the Employees Tab.
    2. Find and select the user you want to add, modify or delete roles.
    3. Edit that user On the Edit Employee Screen select the Roles Tab.
    4. Click on the Role or Roles you want to give, or unclick a previously given roll to remove.
    5. Press the Save button to save your changes.
  2. Expand the HR (Human Resources) menu item and click on Employees
    1. On the Employees screen, find the user you want to add, modify or delete roles.
    2. Edit that user.
    3. On the Edit Employees Screen select the Roles Tab.
    4. Click on the Role or Roles you want to give, or unclick a previously given roll to remove.
    5. Press the Save button to save your changes
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