This page will allow you to manage and configure roles for your team members efficiently.

By centralising role management, you can assign permissions and control access to sensitive information, ensuring smooth collaboration within your accounts.

To import XPM Client Roles, click on the Actions button (zigzap icon) on the top right above the list of your Clients.

Here, you can import your XPM client roles for the Partner and Manager roles in XBert for client files.

Let's explore the key features, in order of appearance, within the Roles section:

This feature allows you to view and manage default roles for all unassigned email tasks and XBerts of a client.

This feature is useful for managing the workflow of your team members.

You can use these features to view and assign Roles for your team.

You can easily set a new team member for every one of these roles by simply clicking on the - icon or the icon of a team member who has already been assigned.

👉 Read More Here: How To: Assign Roles

With this feature, you can designate roles for Client Users.

👉 Read More Here: How To: Assign a Client Role to a Client User

This feature lets you view and manage:

To reassign all open role-based tasks across your clients in one go, use Update Tasks to Match Roles from the Actions menu (zig zag icon).

👉 How To: Update Tasks to Match Roles