Team Role Management

Add Team Role

To access the Team Role Management settings and add a team role, follow the steps below:

  1. Navigate to the Settings area and select the Team Role Management menu.
  2. Click on the +Add button to add a new role.
  3. Mandatorily fill in the Name* and Level* fields.
  4. Click on the Create button.

Edit Team Role

To Edit a Team Role, follow the steps below:

  1. Select a role to edit by clicking on the checkbox.
  2. Click on the Edit button from the top menu bar.
  3. On the Edit Team Role window, make the required edits and click on the Edit button.

Copy Team Role

To copy a team role, follow the steps below:

  1. Select a role by clicking on the checkbox.
  2. Click on the Copy button from the top menu bar.
  3. On the Copy Team Role screen, make the required changes and click on the Create button.

Deactivate team role

To deactivate a team role, follow the steps below:

  1. Select an active user by clicking on the checkbox.
  2. Click on the Deactivate button from the top menu bar.
  3. Click on the Deactivate button on the Confirmation popup.

Activate Team Role

To activate a team role, follow the steps below:

  1. Select an inactive role by clicking on the checkbox
  2. Click on the Activate button from the top menu bar.
  3. Click on the Activate button on the Confirmation popup.