Assign, or unassign, roles

In Winningtemp, you can assign roles to users, giving them specific permissions and access that controls what the user can see and do. It's possible to assign multiple roles to a user (maximum two), which can be assigned from the Administration page.

Which roles can assign roles?

• System Administrators
• Support
  
  

What are roles?

Start here 👉🏻 User permissions in Winningtemp

Assign a role

1. Click Administration
2. Click Users & teams
3. Find the user by scrolling through the list or using the search function 
4. Click on the User
5. Under Role, click + Assign Role
6. Select which team/teams and segments this applies to (your options will vary depending on the role you assign)*
7. Click Continue
8. An email will be sent to the user with details about the new role and permissions**
9. Click Confirm

*The user will not become a member of the team or segment when you assign a role.
**The System administrator can deactivate notifications from the notifications page in Winningtemp

Edit permissions   

1. Follow steps 1-4 above 
2. Click on the roles assigned to the user
3. Select the role you want to edit
4. Click Edit 
5. Make any applicable changes to the user's permissions
6. Click Save
   
   

Unassign (remove) a role

1. Follow steps 1-4 above 
2. Click on the roles assigned to the user
3. Select the role you want to unassign
4. Click Remove
5. Click Remove again

Read more

• How to add a manager to a team
• How do I remove a manager from a team?