Managing roles in SprintSuite allows you to define and control staff access within your portal. Follow the steps below to create, edit, or deactivate roles.
Creating a Role
Login to your SprintSuite portal.
Navigate to Settings and select the Roles and Permissions tab.
Click on Create Role.
Enter the role name.
Click Add Role to save.
The newly created role will now be available when creating a staff profile or inviting a staff member.
Editing a Role
Navigate to the Roles and Permissions tab in Settings.
Locate the role you want to edit.
Click the pencil icon to enter the role settings.
Click on Actions and then Edit Role.
Deactivating a Role
Navigate to the Roles and Permissions tab in Settings.
Locate the role you wish to deactivate.
Click on the pencil icon to enter role settings.
Click on Actions and then Unassign All and Deactivate.
By following these steps, you can efficiently manage roles within your SprintSuite portal.