How to assign users to a specific Role & Membership
Required & Recommended
Not Required
Your Decision
Opening up the All Users Interface
How to edit a user
How to Assign the user to a particular Role
After opening up the user's single profile page as seen here, we can begin to navigate to the Name section within their profile as seen here. Within this section, we can change a couple of fields but the important field is Role as seen here.
To choose a role, click the dropdown and then click on the role you'd like to choose as seen here. In most cases, you'll be choosing the Trade Customer or possibly the Agent role. In rare cases, you may choose the Administrator role.
How to Assign the user to a particular Membership
After opening up the user's single profile page as seen here, we can begin to navigate to the Memberships section within their profile as seen here, typically this is found at the bottom of the user's profile.
To proceed, choose Add a membership manually as seen here. Once this button is clicked you'll be taken to the Add New User Membership interface as seen here. Once on this interface, you're presented with some additional fields, please see below on which of these fields should be changed.
The Status field is set to Active by default and I recommend leaving it this way unless there is some special timing that makes it so that this current user will not have their Membership immediately, this is rare and as such please leave it to default.
The Member Since field should be again left as default. This will use the current date and set this to the Member Since date. In rare scenarios, this option could be changed.
The Expires field should be left default as well during a generic setup, which translates to the field being blank. In rare scenarios, you may choose to enter a date on which you'd like to end the user's Membership.