Permissions

Once a user has been added to the platform, you can update their permissions at any time through the Users and accounts section of the portal.

Change permissions for an existing user

1. Navigate to Account settings → Users and accounts.

2. Under the Users tab, locate the user in the list.

3. In the Actions column, click Manage permissions next to the user’s name.

4. In the permissions panel that appears, adjust the user's access settings as needed.

5. Confirm and save the changes.

You can also update permissions by account:

1. Go to the Accounts tab in the same section.

2. Find the account and click Manage permissions in the Actions column.

3. Modify which users have access to that account and what actions they’re allowed to perform.