Team Permissions

Now that you know how to invite team members you have to select their permission levels for your Max or Enterprise license. We have two options: Admin and Researcher.

User Roles

Admins will have access to their dashboard, the team dashboard, and each team member's dashboard. In addition to the dashboards, they will also have access to add, delete or modify the team's budgets. Researchers will only have access to the team dashboard and their individual dashboard and budget.

Admins can change the permission levels of any team member at any time. While under Account Team click on the gear icon under the team member's name and select User Role. 

In addition to changing user roles, Admins can suspend or remove users under the same menu. 

If you have any additional questions don't hesitate to reach out via chat or to [e-mail].