Assign Roles to a Team Member

Before you start: You need permission to manage roles. If you don’t see the Roles tab on a team member’s page, ask your administrator.

Roles control what each person can see and do in AECPulse. You assign roles on the individual team member’s detail page — not in the Roles settings.

Assigning a role

1. In the sidebar, click Team Members.
2. Open the team member’s detail page.
3. Click the Roles tab.
4. Click Assign.
5. Select the role you want to assign from the list of available roles.
6. Confirm or save.

The team member now has that role’s permissions. Changes take effect the next time they sign in (or immediately if they reload the page).

Unassigning a role

To remove a role from a team member:

1. Open their detail page and click the Roles tab.
2. Find the role in the assigned list.
3. Click the Remove or unassign button next to it.
4. Confirm.

Which roles are available?

The roles you can assign come from your firm’s role definitions in the Admin area, on its Roles tab. If you need a new role created, see Create and edit roles.

About the Admin role

The built-in Admin role can be assigned and unassigned like any other role. Be careful — assigning it gives full access to everything in AECPulse.

Related pages

• Roles and access
• Create and edit roles
• Team Members
• Add a team member