How do I change a team member's role?

This article provides an overview for administrators and leaders on how to change a team members role.

What is a Role?

Roles are an important part of the YakTrak platform. They ensure that the right set of operating rhythms are attached to the team member such as the right coaching cadence and forms, and other leadership development activities. If you don't see the coaching type you desire for a team member, often it is because the team member role is incorrect and needs to be updated.

Leaders are enabled to take care of this if the users that need to be updated are a part of their team. Administrators can undertake this activity for anyone within your organisation.

How do I update a team member's role?

Team members Roles can be updated via the 'Members' section on the main menu.

• From the main menu, select 'Members'. You will be presented with all the team members you have access to updating.
• Select 'More' dropdown to the right of the team members name you wish to update.

• Next to the Role section, select the edit (pencil) icon.

• You will be presented with a drop down outlining the Roles you have to select from.

• Select the Role relevant to the team member.
• Select the 'Save' icon to the right of the Role.
• The Role will now have the relevant operating rhythm attached ready for coaching and development.