Define and delegate responsibilities by assigning user roles. Ensure proper access to necessary resources and tools for efficient job performance.
Owners and admins can access a list of users by navigating to the workspace name then "Workspace settings."
Alternatively, navigate to the "Manage team" tab in the bottom left side panel.
Hover over the user, then click on the ellipsis menu and select "User details."
Click on the pencil icon at the top right side.
Set the user's role.
Click on "Update."
- Access the workspace "Settings" by clicking on the ellipsis located on the right-hand side of the workspace name in the top navigation.
- Hover over the user, click on "Show details" then "Edit details."
- Set the "User role" and click on "Update."
- Navigate to "Manage team."
- Select the user and click on "Edit details."
- Set the "User role" and click on "Save."
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