How to Assign Permissions to Teammates Within Your Organization

Last updated: February 11, 2025
To assign permission groups and or individual permissions to teammates follow these four easy steps:
 
Step 1:
Org Menu>Teammates

Step 1: Org Menu> Teammates


Step 2: You will see a list of existing teammates here, click on the teammate you would like to give a permission group to:


Step 2: Select a Teammate




Step 3:Select 'Permission Groups' to see which permission group they have been assigned. (Note: you can also select : permissions, to see permissions at a granular/specific level)

Step three.


Step 4: Here, you can toggle/on off permission groups and job roles to assign permissions in bulk to a teammate. You can also click on the 'permissions' tab next to the 'permission group' tab to assign specific permissions to this teammate as well. 
Step 4.