Give people a role
Give people a role from the Manage Roles page, see who has each role, and take a role away again.
Updated 12 October 2026 · 2 min read
Each person can have more than one role. They can do everything any of their roles allows.
For example, a salesperson is promoted to team manager. The admin opens the Sales Manager role and assigns them to it. After they log in again, they can see their team's targets. Their old Sales Representative role can stay, or the admin can remove it.
Before you start
- To see a role's users, you need the View Roles permission. If you don't have it, ask your admin.
- When you invite someone, you pick their first role then. See Invite users.
See who has a role
Go to Settings > Manage Roles and click View Users on the role's card. The page lists each person with their email, roles, status and when they got the role.
Assign people
- Click Assign User. The Assign User window opens.
- In Search User *, type at least 2 letters of a name, and click the people to add. Only people who don't have the role yet are listed.
- Click Save.
Take a role away
- Click ⋮ on the person, then Remove.
- A window asks "Do you really want to remove this user ?". Click Delete.
In both cases, the person sees a Role Updated window and must log out and back in.
Troubleshooting
| You see | Why | What to do |
|---|---|---|
| "Please select at least one user" | Nobody was picked | Click a person in the list first |
| "No records found." | Nobody matches, or they already have the role | Check the spelling |
Related
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