Manage User Roles

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Login → Go to Setup → Operational Users → Open "Manage Roles and Access" tab

1. Creating a New Role

• Navigate to "Operational Users" in the Setup section.
• Click the "Manage Roles and Access" tab.
• Click the "Add New Role" button.

• Select the name and define the scopes for the new role, then click Create.

2. Managing an Existing Role

• Navigate to "Operational Users" in the Setup section.
• Click the "Manage Roles and Access" tab.
• Click the "Edit Role" button for the role you wish to modify.

• Edit the scopes as needed, then click "Update."

3. Setting Presets

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You can create Presets to avoid manually selecting each project and team every time you invite someone.

• Navigate to "Operational Users" in the Setup section.
• Click the "Manage Roles and Access" tab.
• Click the "New Preset" button.

• To grant access to Projects, toggle the button next to the desired Project, or click the "Grant access to all" button for general access.

• To grant access to the reports of specific teams, toggle the button next to the desired Team, or click the "Grant access to all" button for general access.

When finished, click "Create".