Roles can be defined at any point in a person’s lifecycle in the company account – either during onboarding or later, if their scope of work changes.
- At the moment you invite someone (Log in → My company → Added users → Create new company user), you decide what they’re allowed to access by choosing one of the available roles. This sets their permissions immediately, so they start with the correct level of access. For more information, see Company user addition.
- If their responsibilities shift over time, you don’t need to recreate anything. Just open their profile (Log in → My company → Added users → User profile → Edit), select a different role, and save. The changes apply right away, updating what they can view and manage without affecting anything else in the account. For more information, see Company user editing.
