Apply a role to a member

There are two ways in which we can apply a Role to a Member -

• While inviting the member, we can assign the Role.

• After the member is onboarded, we can assign or update the Role.

Here , Let’s go through the case when the member has accepted the invitation and is onboarded to the team.

• To Access the Roles Tab, Sidebar → Settings → Team Management

• Go to the Project Members Tab and you can observe that in the Roles Section, if a member already has a role assigned that Role shows up, and if not Assign Role is there.

• The user can click on the Dropdown icon to assign a new role or update the existing role for a member.

• A Dropdown Window opens up in which the user now has two options. If a user wants to give admin roles to the member, the user can click on the Make Admin Toggle to assign an admin or projectAdmin Role and then click on the Update Button.

• If the user wants to give customized or In-Built Roles, the user can select one or multiple roles that he/she wants to assign to the Member. In case of multiple roles, the user will have the union of all the permissions in the multiple roles.