How to Manage a Team Member’s Permissions


A Project Team Member can be Assigned the Role of either: Admin, Admin with Billing or Company Manager

To Manage a Team Member’s Permission in the Project Team window, select the Team Member you would like to Manage  and click on the Assign/Unassign  toolbar button.  Only a Project Owner or Admin will be able to Assign Security.


Team Member Permissions:

Admin - Admin will be able to manage the entire Project with the exception of Billing Related Information.

Admin with Billing - Admin with Billing allows a Team Member to manage the entire Project Plus Billing Related Information. ex. Managing Project Subscription

Company Manager - A Team Member having Company Manager privileges will be able to Add and Manage Team Members for the Company the Manage Belongs to.


Desktop:

 

Devices:

On Mobile Devices, click on the Triple Dot Menu next to the Team Member you would like to Manage. In the Menu, select either Admin, Admin with Billing, or Manage Companies.




How To?

How to Add New Team Members

How to Edit a Team Member

How to Delete a Team Member

How to Activate/Deactivate a Team Member

How To Manage A Team Member's Permissions

How to LiveChat a Team Member

How to LiveLink a Team Member


Project Team Home 



Last Updated: Nov-30-20