Modifying the Role of a Team Member within a Team

Managing team roles is crucial for smooth operations. Whether it's assigning administrative privileges or restricting access to developer and API keys, modifying team member roles is a common yet important task. This article guides you through the process of changing the roles of your team members within Pactima.

1. Access Your Account Settings: Begin by clicking on the 'Account' button located in the top right corner of the Pactima header.

2. Navigate to Team Management: Once in your account settings, click on the 'Team Management' card. This action will lead you to the team management section.

3. Select Internal Team Management: In the team management area, look for and select the 'Internal Team Management' option. This will display a list of all your team members.

4. Identify the Member to Modify: Browse through the list until you find the team member whose role you wish to modify.

5. Access Role Modification Options: Next to the chosen team member's name, click on the three dots (more options). A dropdown menu will appear.

6. Update the Role: In the dropdown menu, select 'Update Role'. This will open a new window or section where you can modify the member's role.

7. Choose the Desired Role(s): From here, you can select one or multiple roles to assign to the team member. For example, you can set a team member solely as a 'Developer'.

8. Confirm the Changes: After selecting the desired role(s), click 'Confirm' to save the changes. This will update the team member's role in the system.

9. Removing Roles (if necessary): If you need to remove a role from a team member, follow the same steps. However, instead of selecting a new role, deselect any existing roles. Confirming this will remove all assigned roles from that team member.

10. Seek Assistance When Needed: If you encounter any issues or have questions during this process, do not hesitate to reach out to Pactima's support team for assistance.