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Update a Team Member's Role and Permissions
Update a Team Member's Role and Permissions

Managing Team Roles and Permissions

Paul Grayson-Mather avatar
Written by Paul Grayson-Mather
Updated over 3 months ago

To update a team member's role and permissions, go to Settings > Team and click the padlock icon next to the team member you want to modify

Team members can be assigned multiple roles to ensure they have the necessary permissions.

For instance, if you need a team member to have access to the entire pipeline and manage billing, but not to access settings, you would assign them the 'Super User' and 'Billing' roles.

Note: Once a users roles have been amended, the user will need to log out of Leadpal, and log back in for the new roles to take effect.

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