This article explains how to edit a role’s details and adjust its permissions in the Corporate Portal. Updating roles helps you keep access settings accurate and relevant for your organization’s needs.
Steps to Edit a Role and Its Permissions
Navigate to Roles
From the Corporate Portal, select Users from the sidebar menu.
Under the Users dropdown, click Roles & Permissions.
Select Role to Edit
Find the role you want to edit and click on its Name.
Edit Permissions
Make the necessary adjustments to the role’s permissions.
Click Save Permissions.
Edit Role Information
In the side panel, click the pencil icon to edit the Role Name and Status.
Once you’ve made the changes, click Save Role.