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How do I view which roles people have in a team?

From the Organogram link, you can see which roles a user has in a team along with the case types they are responsible for.

# Select the link below to review the eLearning module.

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- How to view users and their roles via the Organogram (duration = 10 minutes)

  1. Go to the More menu and select Organogram under the Settings section.
  2. Click on the name of the team where you would like to view the roles people have in that team.

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  3. If you would like to:

    If you would like to… Then…
    Delete a user from a role Click on the dustbin icon.
    See all roles assigned to a user Click on the name of the user. You will be taken to the people view where all roles can be viewed for that user.