Customizing User Roles

In Membrain Elevate, customizing user roles is essential for tailoring the platform to meet the diverse needs of different team members within an organization. By defining user roles, you can ensure that each team member has access to the tools, fields, and information that are most relevant to their specific responsibilities and skill sets. This customization enhances the functionality of Membrain Elevate and aligns it more closely with the strategic goals and developmental needs of individuals and teams.

Benefits

Customizing user roles in Membrain Elevate allows for a more tailored experience that aligns with the distinct functions and expectations of different team roles. It enhances the relevance of the information displayed and the effectiveness of the coaching provided. This level of customization ensures that each team member receives the most pertinent information and development tools tailored to their specific role, fostering a more efficient and focused work environment.

How to Customize User Roles

Customizing user roles in Membrain Elevate involves a few straightforward steps that allow for significant flexibility in how information and skills are managed and presented within the platform:

1. Navigate to the Elevate settings by clicking on the gear icon or optionally, go to System Setup and scroll down to the Elevate settings.
2. Within the settings, you’ll find the option to manage user roles. You can view the default role and modify it or create entirely new roles based on the needs of your organization.
3. For each role, you can select and customize the fields that will appear in the header of a user’s profile in Membrain Elevate. These fields can include 'About Me', 'Goals and Aspirations', and 'Expectations on Coaching', among others. Adjust these fields to reflect the focus areas and responsibilities pertinent to each role.
4. Decide which skills are important for each role. For example, if you are creating a role for a Business Development Representative (BDR), you might include skills like 'Effective Use of Social Selling Tools'. Customize the fields to gather and display relevant information that supports the role-specific functions.
5. Once you have configured the fields and skills for a role, save your changes. These settings will then apply to all users assigned to that role within Membrain Elevate, ensuring they have access to the most relevant and useful information.