Adding or Renaming Roles or Departments

1. Manage Roles and Departments

In systemHUB, Roles act as the bridge between your team members and your content. Setting them up to reflect your departments (e.g., Marketing, Ops, Finance) ensures the right people automatically see the right systems.

• Click your Profile Picture in the top right and select Settings.

• Select Roles from the left-hand menu.

2. Edit or Rename a Role

• Find the role you want to change (e.g., "Operations").

• Click the Edit (pencil) icon.

• Update the Name (e.g., "Ops Department") or add a Description.

• Click Update to save your changes.

3. Create a New Role

If your business is expanding, you can easily add new departments:

• Click the New Role button.

• Enter the Role Name and a brief description of what this team does.

• Assign Members: Click Add Members to select the specific team members who belong to this department.

• Assign Content: You can pre-select systems, policies, or training that this role needs access to.

• Click Create.

4. Delete a Role

If a department is merged or no longer exists:

• Locate the role in the Roles list.

• Click the Delete (trash bin) icon.

• Note: Deleting a role does not delete the users or the systems associated with it; it simply removes the "grouping" that connects them.

5. Align Folders with Roles

To keep your account organized, ensure your Folder Tree matches your Roles:

• Go to your main dashboard.

• Click New > Folder.

• Use a numbering system (e.g., "08 Test Folder") to keep the departments in your preferred order.

• Now, when you create systems in this folder, you can easily assign them to the corresponding role you just created.