You have the ability to manage the permissions of users within your organization. This allows you to control what actions each user can take within the system. Follow the steps below to manage user permissions.
Step 1: Access the Users Tab
To begin, navigate to the Dashboard and select the Users tab. This will display a list of all users within your organization.
Step 2: Select the User
Next, select the user whose permissions you would like to manage. This will bring you to their user profile page.
Step 3: Adjust the User's Role
On the user profile page, you will see a dropdown menu titled Role. From here, you can adjust the role associated with the user. This will determine what actions they can take within the system.
Step 4: Set Additional Permissions (Optional)
If desired, you can also set additional permissions for this specific user. These permissions include:
Step 5: Save Changes
Once you have adjusted the user's permissions, be sure to hit Save to apply the changes.
📝 Please Note: We highly recommend activating Two-Factor Authentication on your account for extra security. This will require users to enter a unique code in addition to their password when logging in. To learn more about how to activate this feature for each user, please refer to our help center article.