Help Documentation

As the needs and structure of your organization evolve, you may need to alter the membership of various roles. 

Add new members to a role or remove existing members

1. Click on the Icon in the top right corner, then select Organization.
2. Navigate to Roles & Permissions. You will be directed to the Roles Listing page.
3. Identify the role you wish to modify, and click the icon.
4. Navigate to the Members tab.
5. If you know the name of a specific member you wish to locate, type their name in the search box.
6. You can also filter members based on their activation status:
   1. All: Displays all members.
   2. Active: Displays all active PIM members of your organization.
   3. Pending: Displays all members who have not activated their Unbxd PIM account.
7. Select the desired role from the Role dropdown list if you wish to filter members based on their roles.
8. Once you’ve found the members you wish to add or remove from the role, use the Selection column checkboxes to select or deselect members.
9. To save your changes, click Update.