Assign Users

1. Open the Roles window and the Users tab is displayed. The grid displays a list of each doc-link user that has been added as a member of the role.
2. To add a user to the role, click the Add button. The Manage User dialog is displayed. All doc-link users that have not already been associated with the role are displayed in the grid.
   1. To locate a user in the displayed list, enter a text string located within the item and click the Search button. The users that contain the text string will be displayed in the grid. Click the Clear button to refresh the grid.
   2. Select one or more users and click OK.
   3. The selected users will be added as members of the current role on the Users tab.
3. To delete a user from the role, select the user and click Remove.
4. Continue this process until all appropriate users have been added as members of the role.

Step 2: Assign Document Types