How to Edit a Custom Role in FreJun?

If you need to update the details or permissions of a custom role, follow these steps:

  1. 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.

  2. 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.

  3. 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:

  • 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
  • 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.