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Access Management

Access Management

Updated over 2 months ago

This article shows you how to customize roles for your team

Content of the article

  • Complete video walkthrough of how to customize roles for your team

  • A step-by-step guide

  • General advice and tips

Video guide

Step by Step guide

  1. Go to Settings

  2. Click on Team

  3. Click on "Edit roles"

  4. Click the green button "Add new role"

  5. Provide the new role with a name and a description.

  6. Select the permissions the role should have

  7. Click the green button "Add this Role"

  8. Find the person who should have the role and click on the 3 dots

  9. Add the new role

General advice

You can adjust the person's access in the system, so it fits their role at your company.
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This is a good way to customize what your guides can see and edit.

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