Creating, viewing, editing, assigning Procedures and managing related Assignments require a Role on the relevant Manual.​ A Manual Owner may add existing Organization Members to a Manual.

1. In the Navigation pane, press the Manual to which you'd like to add Members to display its details.
   
   
2. Press the Access tab header in the detail pane to display the Access panel.
   
3. Press the Add Member (+) button to display the Add Manual Members dialog
   
   
4. For each Organization Member you would like to add:
   
1. Filter the Account list using the Search field if necessary.
   
2. Select an appropriate role for an Account from the menu in the Member Role column.
   
5. Press the Add button.
   
   
   

Related Articles

Overview

1. Manuals Overview
   
2. Manual Roles
   

Step-by-Step

1. View/Update Manual Member Roles
   
2. Add Members to an Organization