This feature is for Enterprise users only and may not be available to you yet. You can learn more by clicking here.
Setting up a role
Setting up a role can be done by your workspace’s admin and within the app. This can be created from the roles tab and your workspace page.
Additional info
If you are not the admin of your workspace and want to set up a role, contact your workspace admin to set this up for you.
Creating a role from the workspace page
- From the Home page, tap on the Roles tab at the top of your screen.
- Tap Add a new role and enter the name of the role.
- Tap Create role and successfully set up your role.
You can also create a role by going to your workspace from "My Network" and tapping the Add a new role.
- From the Home page, tap on the Roles tab at the top of your screen.
- Tap Add a new role and enter the name of the role.
- Tap Create role and successfully set up your role.
You can also create a role by going to your workspace from "My Network" and tapping the Add a new role.
- From the My Network tab, select a workspace.
- Tap Add a new role and enter a name for the role.
- Tap Create Role to create a new role.
Adding members to a role
Role admins can add colleagues from their workspace to the role. Learn more about role admins.
- Select the role from your Roles tab.
- From the 'Role Details' page, tap Add new members button.
- A new screen will open where you can choose the colleagues to add to the role. Please take note that only colleagues from the same workspace can be added to the role.
- Once you choose the members to be added, tap Add to role to confirm your changes.
- Select the role from your Roles tab.
- From the 'Role Details' page, tap Add new members button.
- A new screen will open where you can choose the colleagues to add to the role. Please take note that only colleagues from the same workspace can be added to the role.
- Once you choose the members to be added, tap Add to role to confirm your changes.
- Select the role from the navigation to open the role's inbox.
- Click on the info icon (
) beside the role's name
- Tap Add new members to choose colleagues.
- Choose the colleagues to add to the role. Note that only colleagues from the same workspace can be added to the role.
- Tap Add to role to confirm your changes
Managing admins and removing members from a role
The creator of the role automatically becomes the role admin. The admin of the role can:
- Assign new admins and revoke admin permissions from others.
- Add and remove colleagues to the role.
- From the role details, navigate to the members' list.
- Tap on the member's profile and a dialogue box will open.
All members can see the following options:- Secure message - Creates or opens a private conversation with the member.
- View profile - View the member's profile.
Role admin-only options:- Make role admin - Gives the member the role admin rights.
- Remove admin - Revoke the member's admin rights.
- Remove member - Remove the member from the role.
- From the role details, navigate to the members' list.
- Tap on the member's profile and a dialogue box will open.
All members can see the following options:- Secure message - Creates or opens a private conversation with the member.
- View profile - View the member's profile.
Role admin-only options:- Make role admin - Gives the member the role admin rights.
- Remove admin - Revoke the member's admin rights.
- Remove member - Remove the member from the role.
- From the role details, navigate to the members' list.
- Click on the member's profile and a dialogue box will open.
All members can see the following options:- Secure message - Creates or opens a private conversation with the member.
- View profile - View the member's profile.
Role admin-only options:- Make role admin - Gives the member the role admin rights.
- Remove admin - Revoke the member's admin rights.
- Remove member - Remove the member from the role.