Assign a role to a member

Assign a configured Team role to show a member's responsibilities. You can also add a description with expectations specific to that member.

For background on Team membership and access, see How Teams and permissions work in Simana.

Before you start

• You need Admin access to your organisation's Team.
• The Roles feature must be available and the required role must be configured. See Create and manage Team roles.

1. Open the member's configuration

1. In Manage organisation, select the cog beside Team.
2. Find the member under Users.
3. Select the cog beside their name.
4. Check the name in Configure member.

2. Choose a role

1. Under Role, open the role selector.
2. Choose the required role from the available options.
3. Check the role and description displayed in the panel.

In the Bayhealth example, Jason Williams has the Approver role and the description “Approves new projects”.

Important: Role assignment and permissions are configured separately. Check Change a member's permissions if the member also needs different access.

3. Add member-specific expectations

Use [Member name] additional role description to add context about what is expected of this person on the Team.