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 the scopes for the new role, then click Create.

2. Manage an existing role

• Navigate to Operational Users, in the Setup section.
• Click the Manage Roles and Access Tab
• Click the "Edit Role" button of the role you want to edit

• Edit the scopes and then click "Update."

3. Set Presets

📘

You can create Presets so you won't have to select each project and team manually every time you invite someone.

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

• To grant access to Projects, toggle the button of the Project you want to give this person access to, or click the "Grant access to all" button for general access.

• To grant access to the reports of certain teams, toggle the button of the Team you want to give this person access to, or click the "Grant access to all" button for general access.

When done, click "Create".