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Assigning roles

Do the following to assign or modify a team member's role:

  1. Navigate to Teams from the left side of the Home page.

  2. On the Team page, click the corresponding member’s options and select Edit.

  3. In the Assign roles dialog, edit the roles as required and click Update.

    Assign roles assign roles
Special considerations for Account Admin role
  • If you want to add roles to a member who is an Account Admin, the roles are not visible on the teams page initially. However, when you click the more options icon, all available roles will be displayed.
  • If you delete the Account Admin role and add another role, the new role will appear on the teams page.
  • For members who are not listed as Account Admins, click , and add different roles, and the changes are immediately reflected on the Teams page.

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