Roles: Viewing a Role

A team can have many users, and often, these users will not need to perform the same tasks, view the same data, or have access to the same functions.
Roles allows to create a role and choose certain rights to apps or parts of an app.
This means that certain individuals or groups of users who all belong to one team can have access to different apps.
It is an efficient and simple way to keep users in the apps they are needed and not overload them with irrelevant features.

  1. Click in the ribbon

  2. Click Team

  3. Click Roles

  4. Click on a role to view role details

  5. Click Users to view the users assigned the role

  6. Click Assign Users to assign the role to users

    • Select user(s) you would like to assign to the group

    • Click to remove a user

    • Click Save

  7. Click Access to view the apps and respective rights

    • Each app will display the message “This role doesn’t have access to this app” or next to the rights that users assigned the role have

  8. Click and Edit Role to edit the role

  9. Click and Manage Users to manage users as detailed in step #6

  10. Click , Delete Role, and Yes to delete the role