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Changing Roles and Permissions

Roles within an organization often change. If you’ve assigned a User Role to a team member that no longer supports their role within your organization, you can easily change it from the Team Members tab.

To change a team member’s User Role:

  1. Click on the Team Members tab on the left hand panel
  2. Find the team member whose role you wish to change.
  3. Click on the drop down menu next to their name.
  4. Select the new role you wish to assign to the team member.

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