How to Add a Role to a Group

Assigning roles to a group in a workspace is essential for maintaining a structured and secure environment. Roles define the level of access, permissions, and responsibilities for a group of users. This ensures that individuals within the group have the necessary privileges to perform their tasks while maintaining data integrity and security.

Instructions

Follow these step-by-step instructions to assign a role to a group within Brinkee:

1. Access User Management Dropdown:

   • Click on the dropdown menu labeled “User Management” located in the top navigation bar.

2. Navigate to Groups:

   • From the User Management menu, select the “Groups” option.

3. Access Group Settings:

   • On the left side of each group listed, locate a rounded square button pointing to the right.

   • Click this button to access the group settings.

4. Create a New Record:

   • Within the group settings, navigate to the “Roles” tab.

   • Click on the “New Record” button to initiate the role assignment process.

5. Select Role:

   • In the new record creation window, you will find two search boxes.

   • Click the search icon of the second box, labeled “Role.”

   • A list of available roles will appear; select the desired role.

6. Complete Role Assignment:

   • Once you have selected the role, click the “Create” button to confirm the role assignment.

7. Finalize and Save:

   • Review the role assignment details to ensure accuracy.

   • Click the “Save” button to apply the changes.

8. Confirmation:

   • Once everything is finalized and saved, a confirmation message will appear, indicating that the role has been successfully assigned to the group.