Manage User Roles

How to Manage User Role

You can create and manage user roles in your BIGContacts account as an admin. This help article will guide you in creating a new user role and managing the permissions accordingly for assigned users associated with that user role.

Creating and managing User Roles offers you:

Access Control: User Roles allow you to tailor access permissions to various types of users, enhancing security and data integrity.
Efficiency: Efficiently manage your team's access levels, reducing the risk of unauthorized actions.
Customization: Create User Roles that align with your organization's unique needs.

In this article, you will learn:

How to Create a User Role

Step 1: Go to Admin in the side panel. Click Manage User Roles under MANAGE USERS.

Manage User Roles

Step 2: Click the “Add New User Role” button to proceed.

Add new use role button

Step 3: Enter the Name and Description for the new User Role.

nmae and description for new user role

Step 4: Assign the roles and permissions

assign role and permissions

Step 5: Select the fields that you want to display to the users assigned to this role.

select fields for assigned roles

Step 6: After selecting the preferences, click the “Save Changes” button to create a user role.

How to Change a User Role

Step 1: Under MANAGE USERS, click “Add/Edit Users.”

manage users

Step 2: Click the edit icon corresponding to the User whose role you want to change.

edit user role

Step 3: Updating User Role

In the General tab, navigate to User Role and select the role.
Click the “Save Changes” button to update the User Role.

update user

NOTE: Modifying a User Role will change the permissions of every user assigned to that role.

You have successfully changed the User Role. If you encounter any issues or have any questions, feel free to contact our support team.