A role is assigned when you add a staff member or when you edit an existing member’s record.

Admin-Side Feature

At Add Time #

When you click Add Team Member, one of the required fields is Role. The dropdown shows all active roles (4 built-in plus any custom roles). Select the appropriate role before saving.

Changing an Existing Member’s Role #

• (‘ol’, ‘Go to DMSI DDLS > Team > Team Members.’)

• (‘ol’, “Click Edit on the staff member’s row.”)

• (‘ol’, ‘Select a different role from the Role dropdown.’)

• (‘ol’, ‘Click Save.’)

The change takes effect immediately. The staff member’s capabilities update on their next request.

Activity Log Entry #

Every role change is logged in the Activity Log. The log entry records:

• Who made the change (the admin performing the edit)
• What changed (old role vs. new role)
• When the change occurred

This ensures a complete audit trail of all permission changes. See Understanding the Activity Log.

Required Permission to Manage Roles #

To assign roles and manage team members, a staff member must have the dmsi_manage_admin_team capability. By default, only the Admin built-in role has this capability.