Assign new role

From the Contacts, you can assign a new role to the portal users (Contacts). If you need to change the role for mass records, you just need to select those contacts for which you want to change the role.


Check the checkboxes of the contacts and select the Assign New Role option from the “Bulk Actions” drop-down option. After selecting the “Assign New Role”, you need to click on the Apply button.


By clicking on the “Apply” button, you will get the Assign New Role pop-up, from there you can select a new ‘Role’ from the drop-down list. After selecting the New Role, you need to click on the Change button and the new role will be assigned to the selected contacts.


After assigning roles to the single contact or bulk Contacts, the “Status” will be generated in the popup.


Note: Here only the portal user’s role will change once the new roles are assigned to the contacts (Portal users).