View Assigned Roles (Reference)

View assigned roles from the active roster list, contacts list, individual member records, and assigned roles page. 

Before You Begin

See this article to assign your users to roles. 

How to View Assigned Roles:

Active Roster and Contacts lists:

1. Navigate to the Members page.
2. Click into either the Active roster or Contacts list.
3. Under Permissions, if a user is assigned to a role, you will see an icon.
   • Click into the icon to see other users assigned to the same role.

Individual Member Records:

1. Navigate to the Members page.
2. Click into either the Active roster or Contacts list.
3. Go to the individual member record but clicking their name.
4. In the Member Information box, you will see their role title, as well as the timeframe for which they have been assigned that role.

Assigned Roles Page:

1. Navigate to the Members page.
2. Select Manage Groups.
3. Click into Assigned Roles.
   • All users assigned roles will be shown here.