If you need to update the details or permissions of a custom role, follow these steps:
-
Hover Over the Custom Role:
Navigate to the Roles section in your dashboard. Move your cursor over the specific custom role you want to modify. This action will reveal additional options. -
Click the Three-Dot Icon (⋮):
On the extreme right side of the role entry, click the vertical three-dot menu (⋮). This icon provides quick access to actions related to that specific role. -
Select "Edit Role":
From the dropdown options, click on “Edit Role.” A new window or section will open, allowing you to modify the role's configuration.
What You Can Edit:
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Change the Role Name:
Update the title of the role to better reflect its function or purpose within your team. -
Update the Description:
Provide or modify the description of the role.Note: A description is mandatory to save any changes made to the role.
-
Modify Permissions:
Adjust the access rights and actions allowed for users assigned to this role. You can tailor these based on specific tasks or responsibilities, such as the listed ones below- Product Access
- Calling
- SMS
- Surveys
- Contacts
- Usage Metrics
- Users and Roles
- Teams
- Numbers
- Organization-Level Settings
- Billing and Subscriptions
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Set the Scope:
Define the level of access this role has — for example, whether it's limited to a specific team, department, or covers all users in the organisation. -
Add or Remove Users:
Manage the users assigned to this role. You can assign new users or remove existing ones depending on team restructuring or role changes.
Refer to this video for better understanding:
This editing functionality allows for flexible role management, ensuring the right people have the right permissions at any time.
For more Queries, reach out to us at support@frejun.com or Live chat support through your Frejun Dashboard.