Available roles

There are a few roles available to choose from:

Contributor

Has access to specifically assigned clients. Can make use of templates to work with for these clients, but cannot edit them.

User

Has full access to work with clients and templates.

Admin

Has the same permissions as Users, but can also manage the account and user settings.

How do I assign a role to a user?

Go to the Users page through the left-hand menu.

On the user's page, click on the user whose role you'd like to change. At the top right of the user detail screen, there is a button "Change role", please click on it and that will allow you to update the user's role.

How do I assign clients to contributors?

For you to assign clients to contributors please follow these steps:

  • Go to the "Clients" tab in the left side panel, and look for the client you would like to assign to the contributor.
  • On a client's detail page. At the right side of that page all contributors that currently have access to the client are listed with the ability to add/remove access to the client:
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