Partnership Role Management

Published on May 27, 2025 1 minute(s) read

Feature Availability
Available on Web/Mobile Browser only.

Introduction

Roles can be created to ensure that access rights to various information on CircularONE are properly assigned and restricted based on user responsibilities. Users will learn how to manage their roles and permissions within their partnership.

Create A New Role

To create a new role, you can:

Steps
1	Head to ‘Roles’ under Partner Management
2	Select Create Role

3	Fill in the necessary information required for the new role
4	Select ‘Create’ once all the details have been filled
5	If successful, you will be redirected back to Role List

Edit Role

To edit a role, you can:

Steps
1	Head to ‘Roles’ under Partner Management
2	Select a Role Profile
3	Select ‘Manage’ and click ‘Edit Role’

4	Edit the relevant fields that need to be changed for the role
5	If successful, you will be redirected back to Role Profile

Update Role Status

To update role status, you can:

Steps
1	Head to ‘Role’ under Partner Management
2	Select ‘Manage’ and click ‘Update Status’

3	Change the status from ‘Active’ to ‘Inactive’ and select ‘Update’
4	Role status will change from ‘Active’ to ‘Inactive’