Feature Video: Managing User Roles & Permissions
I. Manage User RolesIn this section, you can manage the user roles for your account. Roles are a way to manage permissions for your users. After creating a role, you can assign that role to users. Whenever you make a change to a role, all users assigned to it have their permissions changed as well.
It very easy to either
add or change an existing User Role and the permissions/ access they have to your system. To edit an existing user role simply click on the name of the user role in the gray bar and after you have made the needed changes, you will save them and the changes are immediately in effect.
Please remember: Whenever you make a change to a user role, all users assigned to it have their permissions changed as well.
To add a new user role, you will click on the
"Create New" button under the
"Manage User Roles" section as shown below. Carefully configure the permissions you wish to grant this user type and save your changes.
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II. Assign Roles to UsersIn this section, you can assign roles to your users. You can change the role assigned to a user at any time.
III. Manage your TeamsTeams allow you to create groups for your users. You can restrict access of contacts and meetings to team members by editing a users role above.
