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Click on the users name to open their account.


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All of their personal information is populated from their ADP account. Scroll down the screen to the "Onboarding - Roles" section.

Click "Add" and select the role you want to assign to the user. If you want to add an additional role, click the "Add" button again and select the next role. There is not a limit to how many roles you can add to a user.

Manage Users/Contacts

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How to delete a ADP user in Smart Onboarding?

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