How to change role type?
Login -> Dashboard -> Settings-> Organization -> Users -> Staff Name -> Update -> Role Type
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “organization”.
Under the organization choose users, a new window will open.
Click on the user to update details, towards the top right click on the edit icon.
Make the necessary changes under the role type subhead and click on save.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “organization”.
Under the organization choose users, a new window will open.
Click on the user to update details, towards the top right click on the edit icon.
Make the necessary changes under the role type subhead and click on save.
Updated on: 31/03/2023
Thank you!