How to Modify User Roles

Steps to Modify an Existing User Role

1. Access Role Management:

• Log in as a Client Admin
• Go to the User Management section and select Role.

2. Select the Role to Modify: From the list of existing roles, click on the Role Name you wish to modify.

3. Update Role Details:

• Modify the Role Name and Description if necessary.
• Adjust the Permissions associated with the role:
• Add new permissions by selecting additional access rights.
• Remove permissions that are no longer required.

4. Review Changes: Carefully review the changes to ensure they align with your organization's security policies and operational needs.
5. Save Modifications: Click Save to apply the changes to the role.

6. Notify Affected Users: If the role modification impacts users’ access or responsibilities, consider notifying them of the changes.