Updating application-level roles

Every organization must assign application-level roles for managing people and settings. You can update users' application-level roles to ensure they have the appropriate permissions to carry out important tasks.

Steps

This section describes how to view and update users' application-level roles.

  1. Select Users in the Navigation panel.

    You are taken to the Users page.

    A list of the current Boards users is displayed.

  2. Select the User management tab.

  3. Select Edit on the right side of a user's row.

    Their profile appears.

  4. Select the Manager roles tab.

    Details about the user's current roles and permissions are displayed.

  5. Select the checkbox next to a Role to assign it to the user.

    For more information, see Roles and permissions in Boards.

  6. To remove a role, clear the checkbox next to the Role.

  7. Select Save.