Skip to main content

Account Administrators and Assigning Records Management Roles

Updated

The Site Administrator (User-2) can assign records management roles to users. In order for Account Administrators to be able to assign RM roles, the Site Administrator must first assign the records management role of administrator or coordinator to them.

To assign an RM role:

  1. Log in as admin (User-2) and click Admin Home.
  2. Click Account Management | Records Management Roles.
  3. Use the page to assign one or more users who are Account Administrators to the records management role of administrator or coordinator.