Help center

Assigning client permissions and roles

Learn how to set up client permissions and assign roles

Navigate to the Contacts (1). Access your clients (2) and select the specific customer (3).

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Go to the People Page (4), and view profiles for different customers associated with the client.

 

You can:

(5) Change access rights for each customer.

(6) Manage platform invitations.

(7) Deactivate or remove users if necessary by clicking .

(8) View additional user details. From here you can update profiles with details such as address, website, and 
telephone number.

 
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