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Team Roles
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How to Create & Edit Teams
System Administrator
All Users Team
Team Roles
Team Roles
Roles give users different access inside of their team
Important:
In order to assign roles, you must have User Configuration Access or be a System Administrator.
Tip:
You will need teams created first before you can assign roles
You Can Assign Roles in 1 of 2 places
1.
The Invite a User's Page (See "How to Invite a User")
>
Users > Invite User Box.
2.
The Add User to Team's Page (See "Teams")
>Teams>Ellipsis of Team/Click Team>Add Member
To Change Role of Team Member
>Teams>Select Team>Click Ellipsis of Team Member>Click "Change Role"
3 Different Role Types
Member
Note:
A "Member" can see who is in the team
Leader
Note:
A "Leader" can view and invite members to the team
Admin
Note:
An admin can invite, remove, and set permissions in the team
Referenced Articles
Users
How to Invite a User
Teams
How to Create & Edit Teams
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