Permissions can be accessed in the following ways:
- For clients, from the Clients drop-down click Client Management. For more information, see Client Management.
- For team members, from the Team drop-down click Team Permissions. For more information, see Manage Team Permissions.
Team members have access to all sites in this account and are assigned permissions based on which group you place them in.
Team members are organized into groups, and permissions are set at the group level. For your convenience, there are role-based groups with pre-defined permission levels ready to assign your team members to. However, you can always create a new group with a custom set of permissions.
Manage Team Members
To see a list of staff members organized by group, on the top of the Dashboard, click the Team tab, and then click Team Permissions. You can edit a team member's group, or remove a team member. See Manage Team Permissions for more information.
Add Team Members
Click Add Team Member to add a new team member. Enter the details and select a group for the new staff member.
Click the Add Custom Group link to create a new group. Select a group name, color, and permissions then click Create. See Staff Permissions Detail for more info.
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