Editing User Roles

How to change user roles and permissions

  1. To update a user's role or permissions, click the three dots to the far right of their user entry in the user list.
  2. Select "Edit Permissions"
  3. In the pop-up modal, select the new user role
  4. Click "Save" in the bottom left corner to save, or "Cancel" in the bottom left corner to revert to existing permissions

Note: each package has a user limit for the different user role types. Admins can update that limit in the Admin Settings section in the product or by contacting Customer Support.

How did we do?