Managing the role of a team member

Assigning roles to people is a great way to organize your team members based on the tasks they’re most likely to perform in your workspace.

To manage the roles of a member, follow the below steps:

  1. Click on Settings in the sidebar.

  2. Click on Roles on the general settings page.

  3. It will navigate you to the Roles main page, where you can see different permissions based on the role.

  4. If you can choose to edit the permissions, then you need to click on the three dots near the role that you want to edit.

  5. This will open up the Edit role pane. Here, you can update the role name, description, and permissions.

  6. Once you make the necessary changes, click Save changes, and the changes will be updated.

  7. If you do not wish to proceed with the changes, click the Cancel button.

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