How to Assign Permissions to Teammates Within Your Organization

Last updated: March 11, 2024
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 3.png 552 KB


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