Updating Roles

Learn how to edit/update roles.

 

Only Administrator users can update roles in Taskmonk.

As your organization grows, the nature of tasks your team members perform will change as well. You may need to update your existing roles to match these changes. To know more about roles, see Roles, Access Types, and Privileges in Taskmonk.

To update a role:

  1. Log into Taskmonk and click the Configuration icon in the top-right section of the Home page.


    The Taskmonk Configuration page appears, with the Roles tab displayed by default.

  2. Search for and click on the role that you want to update. The Update Role modal appears.

     

  3. Update the details associated with the role as appropriate:

    1. Use the Role Name field to update the name of the role.

    2. Select or deselect the Access Types that you want to assign or remove from the role.
      As you select or deselect access types, associated privileges are added to or removed from the role.

  4. Click Update once you have edited the details associated with the role as required.
    The modal closes and the changes to the role are saved.

Related Roles

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