9.2. Role

1.  Create New Role – [A]

Team Owner and Manager can assign different roles to team members to control their access to the system.

1. Click Role module;

2. Click +New Role to create new role;

3. Enter new Role Name and edit Permission;

4. Click Save.

2.  Edit Role – [B]

1. Click edit;

2. Edit role and save.

3.  Delete Role – [C]

Click Delete button to Delete Role. Member and Manager Role cannot be Deleted.

4.  Default Role – [D]

Set Default Role for new team member through the Default dropdown menu.

Choose the role desired role.