Start by clicking your initials or image on the bottom left corner as this will bring up a popup window. From here, click on 'Company Settings', 'User Management' then 'Roles'.
Keep in mind, only users with an Administrator role will be able to see 'Company Settings' and have the ability to add or edit roles for the company.
The User Roles page will appear and you will see every default role as shown below. Click on the three-dot icon on the right side of the rectangle. In this example, we chose 'Administrator.'
A popup with 'Edit' and 'Delete' will appear. Click on 'Edit.'
This popup will allow you to edit the user role and description as shown below.
Make sure to click 'Update Role' to save your edits.
You will then see the updated role name. In this example, we edited 'Administrator' to 'Director.'
