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Modifying Existing Roles

Admins have the ability to alter role definitions, or create a new role to meet specific access needs.  Simply navigate to “User Management”, click the “Roles” tab, and use the simple functionalities to modify as needed.

  • There are 3 sections, General, Surveys and Action Plans and multiple sub-sections under each to which accesses can be managed.
  • By selecting the roles on the left, make necessary adjustments to the access on these sub-sections.
  • The access grant and revoke can be handled by a simple toggle against each item. Below gif, gives you an idea of how to activate or revoke access for default roles.
Modifying roles screen