Assign permission roles to team members
Learn how to assign permission roles from team member profiles to keep your team’s access up to date and easy to manage.
Update a team member’s permission role
- From the main menu on the left of your screen, go to Team
- Select Team members from the left menu panel to view your team member list.
- Click Actions next to the team member and select Edit permission role.
- Select from the dropdown menu the permission role to assign the team member.
- You can create a new permission role by clicking on the option below.
- Click the Confirm button at the bottom to update the team member’s permission access.
Once you update a team member’s permission role, they will receive an email notifying them of this change to their workspace access.
Bulk update team members permission roles
- From the main menu on the left of your screen, go to Team
- Select Team members from the left menu panel to view your team member list.
- Tick the checkbox next to each team member you want to update, select Bulk edit in the top right of your screen and then select Edit permission roles.
- In the pop up, use the dropdown menu to select the permission role you want to assign the team members selected.
- Click on the Confirm button to update the selected team member permission roles.
When bulk updating permission roles, the same permission role will be assigned to all selected team members. If you need to assign different roles to each team member, you’ll need to update them individually.
FAQs
If a team member is set to No access, they will no longer be able to access your workspace.
Team members will be notified via email that their permission roles have been updated.