Skip to content
Skip to content

Open Team, choose Add a role or Change on a role in the Roles card, set the name and switches, and save.

Only an admin can add or change a role. A colleague who is not an admin sees View instead of Change and cannot edit anything.

Add a role

  1. 1 Open Team.
  2. 2 In the Roles card, choose Add a role.
  3. 3 Enter a Name of up to 40 characters. Another role cannot already have the same name, whatever the capital letters.
  4. 4 Under What this role can do, tick the switches the role needs. A new role starts with the six switches Member starts with.
  5. 5 Choose Add role. A role must hold at least one switch.

How the switches depend on each other

See requests, clients and documents is the base switch. These switches need it: Create and send requests, Save and edit templates, Export one person’s data, Correct a person’s details, See the retention queue and Withdraw consent, end a relationship, erase a person.

Answer rights requests also needs Correct a person’s details. Decide retention cases and renewals also needs See the retention queue. See the audit trail, Record and handle breach incidents and Plan & billing need nothing else.

A switch whose base is off is dimmed and does not count.

Change a role

  1. 1 In the Roles card, choose Change beside the role.
  2. 2 Change the Name, the switches or both.
  3. 3 Choose Save.

If anyone holds the role, the card first says Saving signs out the people on that role and lists them. Choose Save and sign out, followed by the number of people, to go ahead. Those people sign in again to get the new switches. Renaming a role alone signs nobody out.

To return Member to the six switches it starts with, use Restore the Member defaults, the circular arrow beside What this role can do.

Remove a role

Choose Remove this role on a role you added, then Remove. While anyone holds the role, a disabled person included, or a pending invitation names it, the card shows how many hold it in place of Remove this role. Move them to another role first. Admin and Member cannot be removed.

A person holds one role at a time. To move someone, change their role. To see the whole set, read Admin and the other roles.