Purpose:  This guide provides instructions on managing team roles in Kizen to streamline team member permissions and enhance automation capabilities. Learn how to create, edit, and delete roles to quickly assign permissions, automate role-based workflows, and manage team access with ease

TABLE OF CONTENTS

• Roles Overview
• Add Team Member Roles
• Edit Team Member Roles
• Delete Team Member Roles

Roles Overview

Roles allow you to manage Team Members and their permission group(s). Creating various roles allows you to quickly add team members to Kizen and automatically assign them permission group(s). 

Roles can also assist in automations and associating Team Members together. 

Add Team Member Roles

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Hit Add Role, and click Add Permission Group (optional)

Note: Kizen includes default roles that you may use

4. Name Your Role and, if applicable, Set Default Permission Groups

Note: The Default Permission Groups will apply to all Team Members assigned this role. If a Team Member needs additional permission groups, you can edit the Team Member's profile

5. Click Save

Edit Team Member Roles

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Search for the Team Member you would like to edit

4. Click the "... " icon under the Actions column

5. Select Edit

6. Make the necessary updates to the Name and/or Default Permission Groups

7. Click Save

Delete Team Member Roles

1.  Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab  from the top menu

3. Search for the Team Member you would like to delete 

4. Click the "... " icon under the Actions column

5. Select Delete

6. Click Confirm Delete to permanently delete the Role