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Team & security 3 steps ~10 minutes

How do I give someone a role and its permissions?

How to give someone exactly what they need — no less, no more.

  1. 1
    The roles Office Owner Office administrator

    In People, open the Roles & permissions tab.

    Guide: How do roles decide who sees and who changes what?
  2. 2
    A permission Office Owner Office administrator

    Press a row to make it Yes or No; it applies at once.

    Guide: Which permission does each role have?
  3. 3
    The member's role Office Owner Office administrator

    From a member's Edit, change their role; they are told.

    The «New member» form sends an invitation by email; you set the name, email, phone, specialty and role, and whether they appear on the office's public page.
    Team › Members & roles › New member
    Guide: How do roles decide who sees and who changes what?
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