How do I create, edit and manage Group Roles?
- To create, edit and manage roles, navigate to your organization’s settings by clicking the cog-wheel next to your organization name in the top tool bar.
- Once in settings, click the Roles icon to open the Role Management Dashboard where you can create, edit and delete roles.
- To edit or delete roles, select a role and click Edit or Delete.
- To add roles, click the “NEW” button.
What is the role status?
The role status can be set to Active or Inactive.
Inactive status removes your ability to assign that role to People in your database without having to delete the role.