Managing Roles | Groopt

Managing Roles

How do I create, edit and manage roles?

Navigate to your Role Management Dashboard by following these steps:

  • Click the cog-wheel next to your organization name in the top tool bar
  • Click the Roles Tab from the top menu to open the Role Management Dashboard

  • To edit a role, click the blue eye icon next to the role and make your preferred changes

  • To delete roles, select a role and check the box next to it, then click the trash can icon underneath the search bar

  • To add roles, click the “New” button to the upper right of the search bar and fill out the appropriate information.

 


How do I add/remove roles from Contacts?

To change a contact’s role, follow these steps:

  • Navigate to your Contacts Directory
  • Search to find the contacts you wish to update, and select them 
  • Click the “Edit Roles” icon

To remove roles

  • Select and delete any roles in the “shared roles” box

To add roles

  • Click the "Add New Role" text and search in the dropdown box for the role(s) you want to add
  • Add a start and end date
  • Click Save
  • Click Submit