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Update - April 2025

Cheryl Evans avatar
Written by Cheryl Evans
Updated over 2 months ago

Managing User Permissions

You can now control who has access to different features and data in your account using User Permissions. This feature helps you manage teams more securely and efficiently by assigning specific roles to each user.

What are User Permissions?

User Permissions let you:

  • Assign roles with specific access levels

  • Limit access to sensitive features or settings

  • Streamline team collaboration by giving each user only what they need

Key Capabilities

  • Custom roles: Tailor access based on responsibilities (e.g., Admin, Standard, Read Only)

  • Granular controls: Choose which features and data each role can access

  • Improved security: Ensure sensitive areas are only accessible to the right people

How to Set Up Permissions

The Manage Users section can be accessed through the avatar dropdown menu, where you can create users and modify their details, roles, and permissions.

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Changes apply immediately and can be updated at any time.

Need Help?

If you need assistance setting up User Permissions, speak with the team or check out our Help Article.

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