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How to Restrict a User's Access

To restrict what a teammate can see or do, change their assigned role to a more limited template, such as Viewer or Advisor.

Steps

  1. Go to Settings → Users & Roles → User Management.
  2. Find the user in the team members table.
  3. Edit their role to a more restrictive template - for example, Viewer for view-only access.
  4. Save the change. The new permissions take effect immediately.

Related Articles

  • What Permissions Does Each Role Have
  • How to Edit a User's Role
  • How to Deactivate a User Without Deleting Them

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