Overview
Update teammate permissions and roles for specific customers in Unity by assigning or modifying role-based access control settings.
Use Case: Adjust what actions and data access a teammate has for a specific customer account.
Who Should Use This: Administrators managing user permissions and team access in Unity.
Prerequisites
- Admin role or higher permissions in Unity
- Access to the Admin section of Unity
- Teammate must already exist in the system
How to Update Teammate Roles for a Customer
Step 1: Click Admin in the Left-Side Menu
Navigate to the Admin section where you can manage users, roles, permissions, and customer access.
Where to find it: Left-side navigation menu
What you'll see: The Admin section opens, displaying user management options.
Step 2: Click the Teammate's Name Under User Management
Locate the teammate whose access you want to update in the User Management section and click their name.
Where to find it: Under User Management in the Admin section
What you'll see: The teammate's profile page opens, showing their customer assignments and current roles.
Step 3: Click the Customer Name
If your teammate supports multiple customers, click the specific customer name to view the roles that teammate currently has for that customer.
Where to find it: On the teammate's profile page, in the customer assignments list
What you'll see: The customer-specific role information displays, showing the current Assigned Roles.
Step 4: Click Edit Next to Assigned Roles
Open the role selection screen where you can adjust the teammate's permissions for this customer.
Where to find it: Next to the Assigned Roles section for the selected customer
What you'll see: The role selection screen opens, displaying available roles you can assign.
Step 5: Select the Role
Choose the role you want this teammate to have for the selected customer from the available options.
Where to find it: In the role selection screen that opened in Step 4
What you'll see: The selected role is highlighted or checked, indicating your selection.
Step 6: Click Update Roles
Finalize the role assignment to apply the updated permissions for this customer.
Where to find it: On the role selection screen, typically at the bottom or in an action button area
What you'll see: The role selection screen closes, and you return to the teammate's profile page with the updated role displayed.
Expected Result
Your teammate now has the updated role and permissions for the selected customer. The new role appears in the Assigned Roles section for that customer on the teammate's profile page.
You'll know it worked when: The Assigned Roles section for the customer shows the newly selected role, and the teammate's permissions for that customer reflect the changes.
Common Tasks
Viewing All Teammate Roles
- Navigate to Admin > User Management and click any teammate's name to see all their customer assignments and roles
Removing a Role
- Follow the same steps above, but in Step 5, deselect the current role or select "No Role" if available, then click Update Roles
Additional Information
- Note: Teammates can have different roles for different customers. Each customer assignment can be managed independently.
- Tip: Review the role permissions before assigning to ensure the teammate has the appropriate level of access for their responsibilities with that customer.