If you are not familiar with which role/s to assign, feel free to check out this article first which explains all the roles and permissions within Rydoo. 

Once you get familiar with the different roles, there are two ways how to assign them to users. 

Manual Assignment
This is commonly used when assigning roles to one or a few users. Here's how:

1. Go to the Admin > Users page and open the user profile you are assigning roles.
2. Under the Roles section, mark/check applicable roles and Save.

NOTE: When Group, Project, or Custom field approval is enabled, a drop-down menu will show. Please ensure to choose which group/project/custom field the user will be assigned to. 

Via CSV file import
This method is used when assigning roles for multiple users at the same time. Please note that this applies to  Approvers and Controllers only. Here's how:

1. Go to the Admin > Users page and click + Add button.
2. Choose Assign Approvers and/or Assign Controllers

NOTE: The CSV import file details depend on your approval flow. Full details on how to fill in and upload the file can be found in the articles below:

Did this answer your question?