Assigning roles to different users (or teammates) is only allowed to the Account owner and the Account administrator.


Each role has its own competencies. These competencies differ in accessing important features and information such as clients, projects, prices, etc.

To assign a role, do the following:

  1. Go to the "Team members" page

  2. Select the user by clicking on it

  3. Click on "Assigned roles"

  4. Add or remove roles by checking / unchecking the boxes with the relevant roles, as seen below.

By clicking on the "Competencies" blue box, you will see the "access rights", which that specific user currently has.

To learn more about the specific roles and their competencies, read this article.

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