Adjusting team roles

1. On the home page click on my account icon and select Account from the dropdown menu.

2. Click the Company tab on the top of the page.

3. Click on Roles tab from the left side menu

4. On the Roles page, navigate to +Add role icon

5. Fill out the role name and click continue 

6. Select the permission needed for the role on the next page by selecting it from the permission list to the selected list 

You can now add your team members with the custom role settings.

Still need help?

Contact our support team and we’ll be happy to answer your questions.