Who can perform it:
Only the Owner, Admin and Sales can make the change.
Change steps:
- Access the Client Dashboard.
- Go to Settings > Team.
- Choose a user and click on the 3 vertical dots.
- Click on "Modify Member".
- Choose a user role.
- Check selected role permissions.
- Click on "Confirm".
Roles:![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43443509124/original/hjTXOLVQXWSpWJ8QrIVZfOp82FJGS87dnA.png?1697637314)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43443509242/original/fnp8ncyG1qyGXppV85Dw3yfC7rlJDNDlxw.png?1697637336)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43443509405/original/rEyNs3xFtww0oQ3a8Pkr2enXtAiqDU_cZg.png?1697637353)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43443509533/original/xS0gpxl8RJyNrlALMVN08A6BU9v-24WeYQ.png?1697637365)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/43443509405/original/rEyNs3xFtww0oQ3a8Pkr2enXtAiqDU_cZg.png?1697637353)