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How to Assign a Role to a User

You choose a role when inviting a user, and can change it any time afterward from the User Management tab. Go to Settings → Users & Roles → User Management.

Steps

  1. Go to Settings → Users & Roles → User Management.
  2. Find the user in the team members table.
  3. Edit their Role field and choose from Admin, Advisor, Editor, or Viewer (Owner is locked and reserved for one person).
  4. Save the change.

Related Articles

  • What Permissions Does Each Role Have
  • How to Edit a User's Role
  • How to Invite a New User to Your Workspace

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