Add and edit member roles

Add and edit member roles

Last updated: 2024-07-22 16:41

Roles are added to members during the process of them being added to an Organization. You will find the documentation here. In order to edit member roles, you follow below procedure.

Go to Home and then Groups to have an overview of all Organizations (Groups).

Select an Organization from which you want to remove members by clicking on it in the Name column.

Go to the Members tab to discover the Add Member button, and click on it to add a new or existing member to the organization. Adding an existing member means that the member is known to the system (e.g. member of another Organization), but not added to this list.

Click on the Edit member selection button at the level of the member you want to remove. The toggle options appear.