Managing user access across multiple levels of your organization can be complex. This guide will help you understand account-level roles, their permissions, and how to manage them effectively, ensuring the right users have the right access.

How to Change User Roles

Admins can modify a user’s role in a few steps:

1- Navigate to Settings > My Staff.

2- Click the Edit (pencil) icon next to the user.

3- Scroll to User Roles and expand the section.

4- Select the appropriate role for the user.

5- Save your changes.

This ensures users have permissions appropriate to their responsibilities and prevents unauthorized access.