Managing access to various resources becomes crucial for a smooth and secure workflow. In this guide, we'll walk you through the process of assigning team member permissions ensuring that your team operates efficiently.

NOTE: Each Role selected in the user profile has suggested permissions that will be auto filled for the user in that role, view our Understanding User Role Permissions guide for information about role definitions and permissions.

From the Navigation Bar, select Team Manager

Select or search the team you'd like to assign permissions to or select the +New Team Member to add a new team member

Scroll down to the Role and Permissions sections

Select the Role of the Team Member and suggested permissions will appear in the check boxes below

The permissions can then be customized by selecting and deselecting the check boxes

Select Save to save your changes

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