How to edit the permissions of a customized role

Article author
Nneka
  • Updated

When you create a customized role, you can always edit what permissions this role has and what information such a user has access to. With our template company user roles, you cannot adjust the user's permissions or what information they have access to.

To edit the permissions of a customized role: 

  1. Go to the Admin & permissions tab, then to the Roles section.
  2. Find the customized role you want to edit, click on the three dot icon, then choose Edit permissions.

    edit_customized_role.png

  3. Make the necessary changes, then click on Save role.

    edit_customized_role2.gif

If the information a user can access is limited to their direct reports, remember to assign the specific direct reports to such a user. 
See also: How to assign a Manager to specific employees

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