How do I assign a role to a user or revoke them from the account?
Go to the Settings Page and look for the "Team members" page:
On this page, click on the three dots and then click on the "Revoke" or "Edit permissions" options.
Available roles
Contributor
Can edit reports from clients assigned to them. Can't see any other client not assigned to them from the account.
Editor
Can access/edit all clients and templates, has no administrative powers.
Admin
Can invite members, has full editing rights, and administrative powers.
*Please note you must be an administrator to be able to make these changes.