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Editing Roles

R
Written by Rachel
Updated over 2 years ago

This section will go over how to edit the current roles in the system if you wish to do so, as well as how to create any new ones if you need to as well.

  • If you want to change the name of a current role, or some of their permissions, then click on one of them to edit

    • From there you can change the name, or edit permissions by selecting or deselecting the boxes

  • If you want to create additional roles, then on the roles page click on “+New Role”

    • From there you will be able to name the new role as well as select what permissions you want for them. Just make sure to save it, because otherwise you will lose all your work on that role

  • You are also able to delete roles if you no longer want them by clicking on the role, and then clicking “delete role” in the top right hand corner


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