Preview A Role

Introduction

Before implementing a Role within an organization, a User can preview what this Role would have access to.

Step-by-Step Guide

1. Navigate to the “Role Management” page under “Organization Details”.

2. Select a Role and open its details.

3. Click the “Preview Role” button at the top right of the menu.

4. Immediately, the Platform will change to show what that Role would be able to see.

5. The entire Platform can be navigated through during a preview.

6. When finished, click “Cancel” on the small pop-up window.

   1. Alternatively, refreshing the page will cancel the preview as well.

Video Tutorial

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