How to edit a user's roles and permissions in the system?

How to edit a user's roles and permissions in the system?

To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system.

1. Click the "Edit" button, and a modal will appear allowing you to modify the user's roles and permissions. 


2. To add the user to an additional team, simply click on the desired team from the "Available Teams" section, and the user will be added to that team.

  

3. You can also modify the user's roles by using the "Select User Roles" option. To remove a role, click the "X" next to it; to add a role, choose one from the available roles in the drop-down list. 




4. After making the desired changes, click the "Update User" button to save the changes.


    • Related Articles

    • How to add a new user to the system and assign roles?

      Depending on the subscription plan, teams can have a designated number of users. Each user is assigned specific roles and permissions tailored to their required access within the system. Follow these steps: 1. Click on the "Admin Configurations" ...
    • What are the different user roles in the system and their access controls?

      In Perfect Doc Studio, a team can have an unlimited number of users. This ensures that each user has a defined set of roles, responsibilities, and permissions within the system. Assets such as templates, images, and fonts are managed based on the ...
    • How to add an existing user to a Team?

      Based on your current subscription plan, you can add users to your team. To add a user to an existing team, follow these steps: 1. Navigate to the Manage Users section on the Admin Configurations page. 2. Select the user you want to add to the team. ...
    • How to Create, Edit and Delete Teams

      Team management in Perfect Doc Studio is simple and efficient. You can create teams based on the subscription plan you have selected. Team Creation: 1. Click on the "Admin Configurations" section in the left-hand menu. Note: Please note that only ...
    • How to delete a user from the Team?

      To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.