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Understanding User Roles

Roles are templates that control which modules a user can see and what they can do in them - Admin and Owner get full access, Editor and Advisor get a mix of…

Steps

  1. Go to Settings → Users & Roles → Roles & Permissions.
  2. Click each template - Admin, Advisor, Editor, Owner, Viewer - to compare their module defaults.
  3. Match the template to how much access each teammate actually needs.
  4. Assign or change roles from the User Management tab.

Related Articles

  • What Permissions Does Each Role Have
  • How to Assign a Role to a User
  • How to Edit a User's Role

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