Managing team member role

Assigning roles to people is a great way to organize your team members based on the tasks they’re most likely to perform in your workspace.

  1. Click on the Team members menu in the left sidebar.

  2. Click on the three-dot menu next to the member name whose information you want to edit.

  3. Click on Edit.

  4. Click on Manage Roles.

  5. Choose the role as you prefer.

  6. You can create a new role if you do not want to choose an existing one.

  7. Click on Manage roles, where you can see different permissions based on the role.

  8. You can select the permissions by clicking on the checkboxes.

  9. Click Save Changes.