To assign a role to an employee or group

1. Do one of the following:

   • To assign an application role, click the Application tab in the Compliance Accelerator client, and then click the Role Assignment tab.

   • To assign a department role, click the Departments tab and then click the required department in the left pane. Then click the Role Assignment tab.

     If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.

2. Click the name of the employee or group to whom you want to assign a role.

   If the employee or group does not appear in the list, click Add at the top of the pane. Then select the employee or group to add to the list.

3. In the right pane, do one of the following:

   • Click Add to assign a new role.

   • Click Remove to remove the selected role.

4. Click Save.

5. If you want to notify the selected user that he or she may now perform a ClickOnce installation of the Compliance Accelerator client, click Send Email Invite. Compliance Accelerator creates a new message that is ready to send to the user. Note that this facility is unavailable in Compliance Accelerator clients that you install with the MSI installer package.

   To customize the subject line and body text of the notification message, follow these steps:

   • Click the Configuration tab, and then click the Settings tab.

   • Expand the General section to show the available options.

   • Set the required values for the "CA Invitation Email Subject" and "CA Invitation Email Body" options.