You can assign or change a role for a company user when creating or editing their profile. Here's how it works:
- Creating a New User: When adding a new user to your company (Log in → My company section → Added users → Create new company user), you can select the role they will have from the available options during the user creation process. This ensures that the right level of access is granted from the start. Check out Creating company users for more details.
- Editing an Existing User: If you need to change a user role later, simply edit their profile (Log in → My company section → Added users → User profile→ Edit). You can update their role by selecting a new one from the list of available roles. This allows you to adjust permissions as the user’s responsibilities evolve. Check out Editing company users for more details.
