To set roles or permissions for 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 either 'Admin' or 'Member.' An 'Admin' role will provide the user full control with the ability to manage Workspace members, plans, deals, earnings, and payouts. A 'Member' role will provide the user with access to view and manage core features in the Workspace, including viewing their individual plan, deals, earnings and payouts.

Setting Workspace roles is an administrative control that is only available in QuotaPath Startup and Scale.