As an admin, you have the ability to manage your team's roles and permissions. This allows you to control what each team member can access and do within your organization's account. In this article, we will guide you through the process of assigning a team member to a location.
Navigating to the Roles and Permissions Page
To begin, navigate to the "Admin" section of your account. From there, click on the "Team" tab and select the team member whose roles and permissions you would like to manage. Once you have selected the team member, click on the "Roles & Permissions" option.
Selecting Team Member's Roles
On the Roles & Permissions page, you will see a list of all the roles available within your organization's account. To assign a role to the selected team member, simply click on the checkbox next to the role's name. You can select multiple roles if needed.
Assigning Permissions
After selecting the appropriate roles, you can now assign specific permissions to the team member. These permissions determine what actions the team member can perform within the account. To assign permissions, click on the "Locations" tab and select the locations you would like the team member to have access to. You can select multiple locations if needed.
Finalizing Your Selections
Once you have selected the roles and permissions for the team member, they will be granted permission. The team member will now have access to the selected roles and permissions within the designated locations.