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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Assign Role to Team Member

  • Updated:

A staff member that has Manager permissions for Roles will be able to modify and assign roles to other team members. 

 

Important Note

  • You will not be able to edit your own role. Another staff member with the appropriate permissions will need to update it or you can contact Support to have them update it for you.

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Administration and select Team Members
    Administration menu with team members selected.
  3. Select the Edit button next to the team member you would like to assign a role to
    Edit role.
  4. Select the Role
    Edit team member role.
  5. If needed, toggle Restrict Environment Access to restrict a team member to specific environments
    Restrict environment access.
    • Environments: Choose the environments the team member should have access to from the drop-down
      Environments.
  6. Select Save
    Save button.

 

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