To set the workspace role for the members of your QuotaPath workspace, select 'Settings' on the left hand navigation menu. Next, select 'Members.'
Under the 'Workspace role' column, click the drop-drown and select admin, team manager, or member:
An admin role will provide the user with full view and edit permissions for all workspace members, plans, deals, earnings, approvals and payouts
A team manager role will provide the user with access to team earnings and attainment data, and the ability to participate in the approvals process.
Note: In order to provide these full capabilities for a team manager, you will also need to create a team, add a team manager & set permission level, and set up the approvals process.
A member role will provide the user with access to view their individual plan, deals, earnings and payouts.
For more information on workspace roles, you can also click the hyperlinked text at the top of the members page.