Summary:
Roles control what your team members can see and do in Triply. Assigning the right role ensures proper access.
Steps:
Go to Settings > Team Management.
Select the member you want to edit.
Click Edit Role.
Choose a role from the dropdown (e.g., Admin, Agent, Approver, Viewer).
Save changes – permissions will update immediately.
🔔 Tip: Review the “Roles and Permissions” guide to understand each role’s capabilities.
Common Questions:
Q: Can I create custom roles?
A: Not yet – but custom role functionality is planned for future updates.