How to Edit an Existing Role

As your business grows and job responsibilities change, you may need to update what a role can access.

Steps

1. Go to Settings → Roles.
2. Click the Edit button next to the role you want to change.
3. The permissions grid opens showing the current settings for this role.
4. Check or uncheck the relevant permission boxes.
5. Click Update Role.

Checking Which Users Have a Specific Role

1. Go to Settings → Manage Users.
2. Use the Role column in the users table to see each user's assigned role.
3. Before changing a role's permissions, review which users will be affected.