Admin Vs. User Permissions

Outlining permissions of sub-account level roles

Updated: January 17, 2025

Here is a breakdown of the permissions/roles of Admin and Users.

 

Roles of Users

 

To adjust a user's role, Admins can navigate to Settings > My Staff > Edit (using the pencil icon) > Select Roles & Permissions > click dropdown arrow under"User Roles"> Select the desired user role and hit Save button below.