Assigning Internal Roles for Your Team

Created by Victoria Crosby, Modified on Fri, 28 Apr, 2023 at 2:36 PM by Victoria Crosby

Start by clicking your initials or image on the bottom left corner as this will bring up a popup window. From there, 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. Also, please note that internal roles granted to your own users have no bearing on their external collaborator roles set by your partners

 

 The 'User Roles' page will appear and you will see every default role as shown below.

 

For this example, we clicked on 'Administrator' and the detailed page appears as shown below. You can view each team member/user that has an Administrator role on the right side as highlighted here.

 

 Click on 'Assign Role to User' in the top-right corner to get started.

 

A popup will appear and you will see a list of team members to choose from. If you don't see any names here, your team members haven't signed up for Brainbase yet.

 

Once your team member(s) have been chosen, click the 'Assign Role' button to confirm their role.

 

If you made a mistake, you can delete a team member from a specific role by clicking on the 'Delete' button on the right side of their name, as shown below.

 

  


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