Edit Role

Edit Role

Overview

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

Start Editing Mode

  1. Option 1: Click the Edit icon in the context menu on the Contact card.
  2. Option 2: Click the Edit option dropdown on the Contact Details screen.
Option 1


Option 2

  1. After you click Edit, a screen appears where you can choose the section to modify.
  2. The screen displays the following sections:
    1. Address
    2. Avatar
    3. Communication
    4. Details
    5. Role
  3.  To edit a contact's role, click the Role band. The Role screen opens in edit mode.

Modify Contact's Role

  1. Click the Role band. The screen below appears.
  2. The screen displays a list of your environments. You can assign environment-based roles to your team members on this screen.

  1. Each band represents a separate environment.
  2. At the end of each section, a dropdown menu lets you modify the role assigned to your contact.
  3. The dropdown lists available roles.
  4. To restrict a contact's access to a specific environment, select No Access from the dropdown.
  5. After assigning the required roles, click Save.



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