Manage a role

Product version:
7.2, 7.1, 7.0
Product edition:
  • Community
  • Teamwork
  • Efficiency
  • Performance
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Logged on with the Administrator profile, you have rights to manage a role as follows:

Create a role

  1. Go to the Organization menu and choose Roles.
  2. Click on the Create a role button in the top left corner.
  3. In the pop-up window, enter the avatar (picture) to represent the role (optional).
  4. Enter the name, the display name, and a description of the role.
  5. Click Create. The new role will be displayed in the list of roles.

Assign a role to a user

  1. Go to the Organization menu and choose Users. The list of users in the organization will be displayed.
  2. Click on a User.
  3. Click on More
  4. In Memberships, click Add.
  5. Choose the group and role for the user.
  6. Click Add.

Edit a role

  1. Go to the Organization menu and choose Roles.
  2. Click a checkbox to select a role.
  3. Click Edit.
  4. In the popup window, update the role information.
  5. Click Save.

Delete a role

  1. Go to the Organization menu and choose Roles.
  2. Click a checkbox to select a role.
  3. Click Delete.
  4. In the popup window, click Delete.

More information about a role

  1. Go to the Organization menu and choose Roles.
  2. Click a checkbox to select a role. A list of users who have this role is displayed.
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Last update on Jan, 21 2016