Assign User Roles

If you do not have the required permissions to carry out any of the steps described below, please contact your FBO One systems administrator for access or assistance.

1. From the Users screen, click the ‘select’ command to the left of the user account record. The roles assigned to that user will then appear in the list ‘Roles granted to the user account selected above’.

    

   

    

2. Select the ‘add new’ button (shown above) to begin granting access to FBO One for this user.

3. Use the drop down menu to select roles for this user, after each selection, click ‘add new’ or ‘save’ when you are done.

    

   

    

Note: Where a Private account is being created for a Group Account Member who does not require access to FBO One via a Private account, no roles need to be granted. The roles will be defined by the Group Account.