Help Documentation

With members onboarded and roles defined, you can always assign new members to a role.  You can also remove existing members from a role. 

To add or remove members to a role:

1. Click  , and then click the View Organization link.
2. Click Roles.
   The Roles Listing page appears.
   
   
3. Click   for the role you want to edit.
   The Members tab appears.
   
   
4. If you are looking for a specific member, in the search box, search by member name.
5. If you want to view members based on their activation status, in the Status list, select one of the following:
   • All – Displays all the members.
   • Active – Displays all the active PIM members of your organization.
   • Pending – Displays all the members who haven’t activated their Unbxd PIM account.
6. If you want to filter members by their roles, in the Role list, select the role name.
7. In the Selection column, click to select or cancel selection of members for the role.
8. Click Update.