For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Modifying the Role of a Team Member within a Team
Managing team roles is crucial for smooth operations. You can use this process to assign administrative privileges or restrict access to developer and API keys by updating a team member’s role in Snapdocs RON (formerly Pactima).
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1. Click **Account** in the top right corner of the Snapdocs RON (formerly Pactima) header.
2. In your account settings, click the **Team Management** card.
3. Select **Internal Team Management** to open the list of your team members.
4. Find the team member whose role you want to modify.
5. Click the **three dots** next to that team member’s name.
6. Select **Update Role** from the dropdown menu.
7. Choose the desired role or roles for that team member. For example, you can set a team member solely as a **Developer**.
8. Click **Confirm** to save the changes.
To remove roles from a team member, follow the same steps, but deselect the existing roles instead of selecting new ones. Then click **Confirm** to remove all assigned roles from that team member.