How to Change a Role?

Date Updated: 03 July, 2024

Adjusting roles in Crosscheck based on users' current positions is now possible. Simply update roles to match users' current designations by clicking on the "Change Role" option and changing roles according to their designations. This ensures efficient role management within your workspace for effective software testing and project collaboration.

Who can use this Feature?

• Only the Admin can change user role
• This feature is available in all plans.

How to change Roles?

Step 1 Accessing the Change Role Feature:

• Log in to your Crosscheck account.
• Navigate to the user management section.

Step 2 : Select the Change Role option

• Go to the "Active Users" tab.
• Click on the "Change Roles" option; a roles dropdown list will appear.

Step 3 : Click on Save Button

• After choosing a role, click on the "Save" button.

Note: If we change the user's role, all access will change according to their new role.

Frequently Asked Questions

Who can change user roles in a workspace?

Only Admins can change user roles in a workspace.

Can I revert a role change?

Yes, you can revert a role change by selecting the previous role from the dropdown list and saving the changes.