Assign role
In order to assign a role to a team member, you should do the following:
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen.
Step 2: Select Access Management.
Step 3: Go to the Team members column.
Step 4: Look up their name and click on it.
Step 5: Below their name, you will see their current role - select that dropdown menu to see a list of existing roles.
Step 6: Select the most fitting role for that team member.
When you create a new user, they will automatically be assigned as “Company Member” and have all the access that role entails.
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