Update Manual Member Roles

Step-by-step instructions: View or change Account roles on a Manual.
Written by Keith Gillette
Updated 2 months ago

Creating, viewing, editing, assigning Procedures and managing related Assignments require a Role on the relevant Manual. A Manual Owner may change Member roles or remove members from 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. Select an appropriate permission level for an Account using the menu in the Manual Role column.


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Overview

  1. Manuals Overview
  2. Manual Roles

Step-by-Step

  1. Add Members to a Manual

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