How to add or remove roles on the Delio platform

Modified on Wed, 15 May at 1:53 PM

Overview

You are able to change, add and remove the roles that are assigned to internal users. These roles can either be combined together or a single role can be assigned.

This article covers the following topics:

How to add roles for internal users
How to delete roles for internal users

How to add roles for internal users

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Internal Users.

Arrow pointing at the 'Internal User' button.

Select the internal users that you would like to change, remove or add a role.

Arrow pointing at a specific internal user.

Select Roles and Permissions.

Arrow pointing at the 'Roles and Permissions' button.

Here you will be presented with a drop down menu where you can select the roles you want to add to the user.

Arrow pointing to the dropdown.

Once all roles are selected click the Add permission button to apply the new roles.

Arrow pointing to the 'Add Permission' button.

How to remove roles from internal users

Follow the same steps as above to reach Roles and permissions. Click the eclipse button next to someone's role and select Delete.

A pop-up will appear in the top right corner informing that the change has happened

Arrow pointing at the ellipses.