Locations and roles
Change one person's role and access
Give someone a main role and extra roles, or add or remove single permissions just for them.
Change their role
- Open Team, open the person and choose the Role and access tab.
- Under Roles, choose the main role and tick any Extra roles.
- Choose Save roles.
Make one person different from their role
- On the same tab, find Access just for them (it shows their first name).
- Tick a permission to add it. Untick one to take it away.
- Choose Save access.
Permissions that come from the role are marked Role. Your changes are marked Added or Removed, and everything else keeps following the role. Go back to the role clears them all. Changing the main role also clears them; adding or removing an extra role keeps them.
Changes are kept in the audit log.
Where to find it
Teama personRole and access
Who has it: People with the Roles permission. If it is not in your menu, your role does not include it.
Open Team Opens the app. You may be asked to sign in first.
If something goes wrong
- It says only an admin can change their own roles or access.
- Ask an admin. An admin can change their own, but a company always keeps at least one admin, so the last admin cannot step down.
- There is nothing to tick for an admin.
- Admins always have full access. Give the person another role first.
- There is no Role and access tab.
- Your own role needs the Roles permission.
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