# Manage team member

## Edit Team Member Roles

1. **Navigate to Team Members**\
   Locate the "[Team Members](https://dashboard.pivot-payment.com/setting/team-members)" menu within the "Settings" section
2. **Select Team Member**\
   Find the team member whose role you want to edit from the list
3. **Edit User Role**\
   Click the "Edit" button associated with the team member
4. **Assign a New Role**\
   Choose the desired role from the available role options
5. **Save Changes**\
   Click the "Save" button to confirm the role update

{% hint style="info" %}
Important Note:

If the edited user is currently logged in, the new role will be applied upon their next login.
{% endhint %}

## Deactivate Team Member

1. **Navigate to Team Members**\
   Locate the "[Team Members](https://dashboard.pivot-payment.com/setting/team-members)" menu within the "Settings" section
2. **Select Team Member**\
   Locate the team member with an "Active" status you want to deactivate
3. **Access Deactivate Option**\
   Click the hamburger menu (three horizontal lines) next to the team member's name and Select "Deactivate"
4. **Confirm Deactivation**\
   Click "Deactivate Member" to proceed with deactivation

{% hint style="info" %}
Important Note:

* You cannot deactivate your account
* If the deactivated user is currently logged in, they will be automatically logged out
* The deactivated account cannot be used to log in afterward. However, you can reactivate it if you'd like your member to regain access.
  {% endhint %}

## Edit Custom Roles Permissions

1. **Navigate to Roles and Permissions**\
   Locate the "[Roles and Permissions](https://dashboard.pivot-payment.com/setting/roles)" menu within the "Settings" section
2. **Select a Custom Role**\
   Click the "Edit" button next to the custom role you want to modify
3. **Update Role Name and Permissions**\
   You can modify the name of the custom role and adjust the assigned permissions. Carefully review and adjust the permissions associated with the role
4. **Save Changes**\
   Click the "Save" button to confirm your edits

{% hint style="info" %}
Important Note:

* You can only edit custom roles, not default system roles
* Changes to user roles will only be applied after the affected users log in again
  {% endhint %}

## Delete Custom Role Permissions

1. **Navigate to Roles and Permissions**\
   Locate the "[Roles and Permissions](https://dashboard.pivot-payment.com/setting/roles)" menu within the "Settings" section
2. **Select a Custom Role**\
   Click the "Delete" button next to the custom role you want to delete
3. **Confirmation and Removal**\
   Click "Delete Role" to proceed with deleting the custom role. The role will be removed from the list, and users previously assigned to it will require a new role assignment to log in again.

{% hint style="info" %}
Important Note:

* You can only delete custom roles, not default system roles
* Roles that are still being used by members cannot be deleted
  {% endhint %}


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