How to Edit a Role
In this article, we'll take you through the process of editing roles in Pabau. This allows you to fine-tune existing role permissions, ensuring they align seamlessly with the evolving responsibilities of your team members.
Step 1: Navigate to the Team feature
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on the "Team" button. Next, click on the "Roles" tab in the left corner.
Step 2: Locate the Role to Edit
In the column of the role you want to edit, tick the checkbox next to the permission category or individual permission you want to enable. To disable a permission, simply untick the respective checkbox.
Step 3: Review and Apply Changes
For each permission adjustment, the system will prompt you to review the changes. Click on "Apply Changes" to confirm. The changes are saved and applied automatically.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Roles article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.