How to Setup and Edit User Permissions



  1. Setup User’s Permissions
  2. Edit User’s Permissions

📔Note: You will need to have set up the appropriate User Role for the User, before editing their permissions. Learn how here.

  1. Go to Company > Directory.

  2. Click the Users button.



    3. Click the Create a User button.


    4. In this section, Click the User Roles dropdown and select the appropriate Role/s.



    5. Click Invite.


  1. Go to Company Directory.

  2. Click the Users button.

  3. Find the user whose permissions you wish to change and click the Edit, three dots button.



    4. In this section, Click the User Roles dropdown and select the appropriate Role/s.


    5. Click Save.


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