Manage Roles

Edit Role

Administrator can change the name of the role and access rights associated to that role. For ex. If you want to edit “Client” role and change to “Project owner” you  can do so by following steps.

To edit role,

1. Click on Edit button of the role you want to edit.

2. On click edit pop up will open where you can change the role name.

3. Once you have change the name of the role click on Save button.

Delete Role

You will not able to delete a role that has been assigned to one or more team members.

To remove a role,

1. Click on Delete icon of the role you want to remove.

2. On click, delete pop up will open asking for confirmation.

3. To delete click on Delete button.


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