How to set team roles

Learn how to create team roles and assign user permissions on Edvisor.

Edvisor allows you to create your own roles, giving your team customized access to different parts of the platform.

In this article, we will show you how to:

• Create a new role
• Edit or delete roles
• Assign roles to your team members

How to create a role

• Click on your user icon on the top right corner of the screen, select settings > team
  
  
  
• Scroll down to the Roles section and click on + New Role
  
  
  
  • Enter the role name and description: Provide a clear name and description to identify the role's purpose.
  • Go feature by feature checking the boxes for the permissions you want to assign to that specific role: Customize what tools and features users in this role can access.
  • Click Save: This creates the new role with the specified permissions, making it available for assignment to team members.

Manage your roles

To edit or delete a role, simply hover your mouse over the role you want to manage.

• Click the bin icon to remove the role.

• Click the pencil icon to modify the role’s name or permissions.

  
  

Assign roles to team members

You can add or change a user's role at any time within the "Manage Team Members" section at the top of the team settings page.


To do this:

1. Hover your mouse over the team member you want to modify.
2. Click the pencil icon that appears to edit their personal details or role.
3. Select the right role for that user.
4. Click save.