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How Do I Assign User Roles to Trainee Document Types?

User roles can be assigned to trainee document types to link user roles to the trainee document type.

1. On the left column, go to 'Settings' and click ‘Trainee Document Types’.
2. Click on the trainee document type you want to assign user roles to.
3. Scroll down to the ‘Roles’ section.
4. Click ‘Allocate/Deallocate Roles’.
5. Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of user roles, tick the box(es) you wish to add/remove.
6. You also have the option to select all, click on the blue tick at the top of the page.
7. To deselect all, click on the red ‘X’ at the top of the page.
8. Click the arrow button.
9. Click 'Close'.

• The user roles you have selected are now assigned to the trainee document type.