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Member Roles

Efficiently categorize team members by roles, optimizing organization and clarity in team structure and responsibilities.

The Roles page provides a way to add a Member to multiple Roles.

Add Roles

  1. Navigate to the Organization Settings - Member tab, click the Roles tab. Click the + Roles button at the top of the page.

  2. Type the desired Role Name and press Enter to confirm.

Add Members to the Role

  1. To add Members to a Role, click the blue + button to the right of the Role name or select + Member. This allows Members to be assigned directly to the selected Role.

  2. Select the Member to add and click Done.

Modify Roles

  • The three-dot menu to the left of the Role Name provides several options:

    • Edit the Role Name: These are standard roles, new role name will also be reflected on Org Setting > Standards > Roles

    • Archive Role: Archived Roles will be shown on Org Setting > Standards > Roles

    • Delete the Role

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