Edit Role

Edit Role

Overview

The Edit Role feature allows administrators to update and manage user roles within the system, ensuring that each user has the appropriate level of access and permissions. This functionality provides a streamlined interface for modifying existing roles, adjusting access rights, or reassigning responsibilities as needed. By enabling precise role management, the feature helps maintain system security, support operational workflows, and ensure users have the correct privileges for their tasks.

Start Editing Mode

  1. Option 1: Select the Edit icon from the context menu on the Contact card.
  2. Option 2: Select the Edit option drop-down on the Contact Details screen.
Option 1


Option 2

  1. After clicking the Edit button, a screen will appear where you can choose the section you want to modify.
  2. The following sections are provided on the screen:
    1. Address
    2. Avatar
    3. Communication
    4. Details
    5. Roles
  3.  To edit a contact's role, click the Role band. The Role screen will open in edit mode when you click the band.

Modify Contact's Role

  1. Once you click on the Role band, the screen below will appear.
  2. The screen will display a list of your environments. On this screen, you can assign environment-based roles to your team members.

  1. A separate environment will represent each band.
  2. At the end of the section, a drop-down menu is available. Using this menu, you can modify the role you assigned to your contact when you invited them.
  3. A list of roles is provided in the drop-down options. If you want to restrict a contact's access to a specific environment, simply select the No Access option from the drop-down menu.
  4. Once you have assigned the required roles, click on the Save button to save the changes.



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