Note: Team Manager Permissions are only able to be set up and edited by workspace Admins.

To set a member as a Team Manager you’ll first navigate to the Settings tab on the left-hand side of your workspace.

Then select the Members tab and locate the member you want to change to a Team Manager.

You can use the search function or scroll to locate the member you want to assign as a Team Manager.

To the right of the member's name, under ‘Workspace role’ you’ll see a dropdown where you can select Team Manager.

You'll then be prompted to confirm.

Your Team Manager is now set! Next, you'll need to assign them to a Team and select the level of permission you want them to have.

To do so, you'll navigate back to your workspace.

Select Teams.

Once in Teams, you'll select Admin where you'll see the Teams in your workspace.

From there you'll select the Team you want to add your Team Manager to.

You'll then select the Manager tab where you can add managers and edit manager permissions.

In the top right-hand corner, you'll select 'Add managers.'

Your Team Managers will populate and you'll select which manager to add.

Once you hit save your Team Manager is officially set and assigned to a Team!

When assigning a Team Manager to a Team it will default to Limited access.

If you want to assign them Full access you'll select the dropdown under 'Earning permissions' and select Full.

If you're unsure which level of permissions is most appropriate for a Team Manager you can select 'Learn more under the Managers tab.

There you'll see two drop-downs with a comprehensive list of what each permission entails.

If you have any other questions, please don't hesitate to reach out to us!