Editing custom roles for your team members
On our Lite and Emerging pricing plans, you're able to customise your team members' access on the platform to match their authority within your company.
If you already have created a custom role, you can edit the role if you'd like to change the permissions users with that role have.
Step 1
Step 2
Hover over the left hand sidebar, and click Settings.
Step 3
Click Roles in the menu bar.
Step 4
Click the pencil icon on the right hand side.
Step 5
Choose which permissions you would like team members with this role assigned to have. Click the check boxes to enable/disable the permissions.
Once you're happy with the permissions, click Update.
Step 6
To assign this user to a role, click Team on the left hand side under General to show the list of all users on your company's profile, and click the user(s) which you'd like to assign the user to.
Step 7
Click the Select role dropdown menu, and choose the role you'd like the user to have. Then, click Update User. The user will now have the permissions you've set!
