The requirement is that a user have at least one role assigned to them. Please note users can have multiple roles in an organization or across organizations within an Everbridge Account.

Account Level: To assign a role or roles to a user at the account level, follow the steps listed below:

1. Log in to the Manager Portal as an account administrator.
2. Select Users from the top menu bar.
3. Select Users from the drop-down menu.
4. Click on the pencil icon next to the appropriate user.
5. In the Role information pane, select the following from the drop-down menu, starting from the left:
   1. Role level: Organization Level
   2. Organization name
   3. Role Type
6. Click +New Role.
7. Click the Default radio button next to the desired default role for the user
8. Click Save.
9. Warning: If you add a new user
10. Repeat steps 5, 6 and 8 to add more roles for a user, if applicable.
11. Select the Default radio button for the default role the user logs in as.
12. Click the trash icon next to roles to delete them.
13. Click Save.

Organization Level: To assign a role or roles to a user at the organization level, follow the steps below:

1. Log in to the manager portal and select the appropriate organization from the drop-down menu in the upper right-hand corner.
2. Select Access from the top menu bar.
   • If you do not see an Access tab, please see Knowledge Base Article 000001474 - How to Enable the Access Tab in the Manager Portal for Organization Administrators for information on how to enable the access tab.
3. Select Users from the drop-down menu.
4. Click on the pencil icon next to the appropriate user.
5. In the Role information pane, select the following from the drop-down menu, starting from the left:
   1. Role level: Account Level
   2. Role Type
6. Click +New Role.
7. Click the Default radio button next to the desired default role for the user
8. Click Save.
9. Repeat steps 6, 7 and 9 to add more roles for a user, if applicable.
10. Select the Default radio button for the default role the user logs in as.
11. Click the trash icon next to roles to delete them.
12. Click Save.