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 see a list of all team members for whom you have permission to make updates.
• Click the 'More' dropdown menu located next to the name of the team member you wish to update.

• In the "Information" tab, locate the Role section and click on the edit (pencil) icon next to it.
• A dropdown menu will appear, displaying the available Roles for you to choose from.

• Select the Role relevant to the team member.
• Click the 'Save' button located next to the selected Role to confirm your changes.
• The selected Role will now be linked to the appropriate operating rhythms, facilitating effective coaching and development opportunities.