User roles

How to access user roles

To manage user roles:

1. Click on the Manage tab in the main menu.
2. Select "User roles" from the dropdown.
3. A new screen will load displaying all current user roles and associated information.

What can admins do?

Once on the User Roles screen, top level Admins can:

➕ Add a new user role

• Click the “Add role” button located at the top of the screen.
• Enter the name of the new role.
• Click save to create the role.

✏️ Edit an existing role

• Find the role you wish to change in the list.
• Click the edit icon/button next to it.
• Update the role name as needed.
• Click Save to apply your changes.

🗑️ Delete a role

• Locate the role to be removed.
• Click the delete icon/button.
• Confirm the deletion. (You may need to reassign users before deleting some roles.)

Role assignment insights

Each role displays:

1. Number of assigned users: View how many people currently have that role.
2. User list access: Click the number to see a full list of users with that role.

🔄 Reassign users in existing roles

To update a user's role within an existing role group, follow these steps:

• Go to the role - Find and open the role the user is currently in.
• Select the user(s) - Tick the box next to each user whose role you’d like to change.
• Click change user role. This starts the reassignment process.
• Choose a new role - Choose the new role from the dropdown. Confirm to complete the change.