Editing User Roles & Tags

Collaborate effectively with your team by assigning tasks based on assigned user Roles and Tags. This page will show you how to edit Roles and Tags in five easy steps.

Step 1: Open the edit menu

On the Projects list page, click on the kebob icon next to the Project you wish to work on and click "Edit".

On the Project you want to work on, open the menu and click edit.

Step 2: Change a User's role

Click on the selected tab for your project. Then click on the drop-down arrows under the "Role" column to make changes to individual Users.

Click on the drop-down menu next to a User and select the Role you want them to have.

Step 3: Editing a user's tag

Click on the drop-down arrow under the "Tag" column for the User you want to make changes to. Then click on the "Create a tag" button to make a new tag. You can also edit and delete a User's Tag by clicking on the pencil and trash can icons respectively.

Clock on the drop-down menu next to the User you want to change a Tag for. Next click on an available Tag or create a Tag.

Note that each Tag can be assigned to different "Types" which tells it what it can be applied to. The different Types include Users, Roles, Milestones, Test Cases, and Test Runs.

Step 4: Creating a Tag

After clicking the "Create a tag" button, a sidebar will appear giving you fields to enter the title, description, & type of Tag for the User. Click save to confirm changes or cancel to remove them.

For a new Tag, fill in the required information.

Step 5: Save changes

Once you have populated the information, the save button will become available.

Once you have all the info set, click the save button.

Now that you have assigned Roles to your teammates, we will show you how to begin sorting your Projects. Click "Next" to see how.