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

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

Team Roles Overview

Team 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 the Settings tab from the main toolbar

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

3. Hit Add Role

Note: Kizen has default roles that you may use

4. Name Your Role

5. Set Default Permission Groups. You may select more than one

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

6. Enable the Default for New Users toggle to automatically inherit selected permission group(s) to new team members (optional)

7. Click Save

Edit Team Member Roles

1. Navigate to Settings > Team, Roles, & Permissions tab from the top menu

2. Find the role you would like to edit 

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

4. Select Edit

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

6. Click Save

Delete Team Member Roles

1.  Navigate to Settings > Team, Roles, & Permissions tab from the top menu

2. Find the role you would like to delete 

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

4. Select Delete

5. Click Confirm Delete to permanently delete the Role