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Adding User Roles

Before we begin...


Note that only the Account Owner and Administrator are able to make changes to team member roles.

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  1. Navigate to Settings > General.

    User Role Step 1

  2. Click on the symbol in the below screenshot to access team member details to change roles.

    User Roles Step 2

  3. Click on the "Role" dropdown and make whatever change you need to make. See User Role Definitions for the various permissions that each role has.

User Roles Step 3