Use this screen to add accounts to the selected role.
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Tip |
Since you cannot easily display CSR accounts while using this screen, we recommend you add CSRs to roles using the Update CSR screen. |
You can add members to the selected Role in either of two ways:
Drag and Drop: see Drag & Drop for details
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Tips |
If you don't see the Hierarchy Tree, click Hierarchy from the Menu/Hierarchy toggle, located at the left side of the MetraCare window. To select multiple accounts, hold down the CTRL key first, and then click on the accounts and folders you want to select. |
Advanced: see Type in Account IDs for details
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Important |
If the role is not Subscriber Assignable, do not attempt to add subscriber accounts to the role; you will get a system error. |