People & permissions

Manage roles and permissions

Give each teammate the access their work needs.

Step by step

1. Open Settings → Roles & permissions.
2. Review the role and the permissions it grants.
3. Create or edit a role using the controls available to your account.
4. Assign the role to the intended staff member and save.
5. Ask the staff member to reopen the relevant page and check their access.

Available actions depend on your role, enabled modules and plan.