This feature allows admins to easily view, assign, and update roles for each associate without leaving the organization dashboard.
How It Works
Go to the Associates Tab
From the Organization Level, open the Associates tab.Add a new Associate:
You’ll now see a new dropdown menu under each associate’s profile where you can assign or update their Organization Role.
Simply select the appropriate role from the list to apply it instantly.
Managing Roles in Organization Settings
To modify or customize the list of available roles:
Navigate to Organization Settings.
Click on the “Roles” tab.
Here you’ll find all existing Organization Roles currently available.
To create a new role, click “Add a New Role.”
Enter the role name and permissions as needed.
You can also edit or remove existing roles directly from this same page.
