Editing Roles & Permissions

TABLE OF CONTENTS

• Editing Roles & Permissions
• Editing Custom Roles

System Admin are able to change the roles and permissions of users, as well as edit the individual permissions of custom roles. This allows for users with unique needs to have the access they need. 

Editing Roles & Permissions

Step 1: 

• Select 'Admin' from the left navigation bar and choose 'System Management' along the top.  

Step 2: 

• Choose the role type of the user you wish to edit. 
  • For example if the user is currently a Member, click the Member role within the system roles. 

Step 3: 

• Search for the user your wish to edit using the search bar. Once you find the correct user, select the edit icon on the far right. 

Step 4: 

• Click the circle icon to remove the user from the selected role.     
  • Note: To undo, select 'Undo' on the right before selecting done.

Editing Custom Roles

Note: You can only edit specific permissions on custom roles. 

Step 1: 

• Select 'Admin' from the left navigation bar and choose 'System Management' along the top.  

Step 2:

• Choose the custom role type wish to edit and select 'Edit Role Permissions'.

Step 3:

• Choose the permissions for the custom role by selecting the boxes of the permissions needed. 
• To remove a selected permission, deselect the box by clicking again. 
• Select ‘Done’ to save all selections.