Edit a Role
Written by Lily
Updated over a week ago

How to modify a role and the permissions for each created role

  • Click on Options

  • Select Staff

  • Select Manage Roles

  • Select the desired role you want to edit from the drop-down list.

  • If you want to edit the name only of the role, just tap on the name, then tap on the below checkmark right next to the role name to save the new name.

Choose Role Functions

To give the role-specific functions, follow these steps:

  • Select the checkmark next to the type of function you want to grant to the role. The checkmark turns purple when the function is active.

  • When done and you need to Save it then go to the top and click on the little purple checkmark beside the role name.

Note: To cancel all changes done to the role, click X at the top right of the role name.

View Users Assigned to Role

  • To see the users assigned for each role, click the number next to the role name.

  • A pop-up window will appear that shows the number of users assigned to the role

The example below shows there are 31 users assigned to the role named Manager (Organization role)

Did this answer your question?