Roles

Role Assignment

Changing a Team Member’s Role & the Founding Admin Protection Roles aren't fixed as people take on new responsibilities, their role can be updated to match. One account, though, is protected from ever losing its role: the founding Admin. Changing Someone's Role To change someone's role: Go to Manage Team and open the member's profile. Click Edit. Change the Role field to the new role. Save Only Admins can assign the Admin or Manager role. Managers can set Team Lead, Member, or Guest-level access, but not promote someone to Admin...

Understanding Roles

Understanding Roles & Permissions Every account in PMS has exactly one role, and that role determines what they can see and do across the whole organization. Permission checks happen throughout the app wherever an action is taken, rather than through one central permissions page; this article is the closest thing to that overview. The Roles, from Most to Least Access Admin: Full access to everything, including organization-wide settings and the ability to manage other Admins and Managers. Manager: Nearly the same day-to-day operational access...