Send Invites and Assign Roles
This guide ensures you can seamlessly expand and manage your team within the platform.
Assigning roles to users is a straightforward process that ensures each team member has the appropriate permissions for their responsibilities.
New Users
Administrators can easily invite new users by email and assign them roles during the invitation process, as well as manage roles for existing users:
From the Sidebar Menu, go to the
My Teamsection.Select
Invites
Click Create Invite to send an invitation email to the new user:
Enter the user’s email, choose the role to be assigned and press the
Sendbutton:
The invited user will receive an email with a link to accept the invitation and set up their account.
Once they accept the invitation, they will be added to the platform with the assigned role.
Managing Existing Users
Managing existing users is essential for ensuring that each team member continues to have the correct permissions as their roles and responsibilities evolve. Administrators can easily update user roles and permissions through the My Team section, maintaining the security and efficiency of the platform.
From the Sidebar Menu, go to the
Userssection:
Select the user whose role you want to update.
In the user's profile, find the "Role" dropdown menu.
Select the appropriate role from the dropdown list.
Click
Saveto update the user's role.
Managing existing users ensures that your team members have the right access to perform their tasks effectively while maintaining the security and integrity of your platform.
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