Assigning Canopy Roles and Locations

Assigning Canopy Roles and Locations

This document will detail the process of assigning Roles and Locations to Canopy accounts

Step 1:

Navigate to Accounts→All Accounts

Step 2:

Search for the user to have the role assigned, then click their name to edit.

Step 3:

The Organization, Venue, Location and Role fields at the bottom of the page are used to assign the permissions for the user

Step 4:

Start with the Organization drop down box and choose the applicable org. Next, choose the Venue. Please note, choosing a specific venue limits that users access to the selected venue but choosing All Venues will give the user access to all venues within the organization

Step 5:

Next, choose the Location the user requires access to. Again, please note, choosing a specific location limits that users access to the selected location but choosing All Locations will give the user access to all locations within the venue

Step 6:

Choose the Role to assign to the user.

Step 7:

Once all fields have been edited the Role will be displayed above the drop down boxes, click SAVE to complete the Role assignment.