How can I create, edit, and delete roles?
You can view, edit, and add new roles in the Roles tab in Account Settings.
To create a role, follow these instructions:
- Navigate to the 'Roles' tab in your account settings.
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- Select '+New Role' in the top right corner.
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- In the pop-up that appears, create a new title for the role.
- Fill out a description in the box provided. (optional)
- Choose the permissions you would like to associate with the role. You must grant access to at least one of the options provided.
- Select "Create" to complete the process.
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To edit an existing role, follow these instructions:
- Use your mouse or trackpad to select the role you would like to edit and click on the button to view the details for that role.
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- In the pop-up that appears, click on the edit button.
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- Make whatever changes are necessary and then click "Save".
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To delete a role, follow these instructions:
- Use your mouse or trackpad to select the role you would like to edit and click on the button to view the details for that role.
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- In the pop-up that appears, click on the trash button.
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- Confirm you would like to delete that role by clicking "Delete".
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