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Assign permission roles to team members

Learn how to assign permission roles from team member profiles to keep your team's access up to date and easy to manage.

Team MembersSSarah J.•••MMichael T.•••EEmma R.•••LLucas K.•••Assign Permission RoleOwnerManagerReceptionistJunior StaffNo Access

Update a team member's permission role

  1. From the main menu on the left of your screen, go to Team.
  2. Select Team members from the left menu panel to view your team member list.
  3. Click Actions next to the team member and select Edit permission role.
  4. Select the permission role from the dropdown menu.
  5. Click Confirm to update the team member's permission access.
Once you update a team member's permission role, they will receive an email notifying them of this change.

Bulk update team members permission roles

  1. From the main menu on the left of your screen, go to Team.
  2. Select Team members from the left menu panel.
  3. Tick the checkbox next to each team member you want to update, select Bulk edit in the top right, then select Edit permission roles.
  4. In the pop-up, use the dropdown to select the permission role to assign.
  5. Click Confirm to update all selected team members.
When bulk updating, the same permission role is assigned to all selected team members. To assign different roles, update each team member individually.

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