1. Click on the Find User button in the User Name column to open a Search window.
a. Enter the search criteria to locate the person (principal name = user id, or enter last name, email address, or other known identifiers for your search)
b. Click the Search button to perform the search based on your entries.
2. On the Search Results window, click the Select button beside the person; otherwise, click the Refine Search button to return to the search window. Otherwise click Close to quit the search.
3. In the Roles column, click on the ‘nothing selected’ drop-down list and select the role you wish to apply (ex. ‘Narrative Writer Document Level’ and/or ‘Budget Creator Document Level’). Note that multiple roles may be added by selecting more than one item.
4. Click the Add button in the Actions column to save and complete the application of the roles for this user.