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How to Set Up Roles & Permissions

Set up Roles & Permissions to manage user access, assign specific capabilities, and keep your account structure secure and organised.

Written by Kseniya Timoshchuk
Updated over 3 months ago

How to set up roles & permissions:

  1. Click the profile icon on the top right corner of the screen, then click on Team Members under your profile information.
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  2. Click on Add Team Member.

  3. Fill in the information about the new team member.

  4. Assign their role (Editor/Viewer) and their screen permission.

  5. Click Save Changes.


Watch this tutorial for more information:

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