How Can I Tell Which Role a Team Member is Assigned?

Easily review your team's access based on the role they have been assigned.

  • Click on your profile icon or initials in the top right corner
  • Select Team from the drop-down menu

The information on this screen is divided into two sections: Roles and Team

  • Under the "Roles" section, the number of team members (users) assigned to each is represented in large font below the name of the role.
  • The number of seats you still have available to assign other users appears at the bottom of each information box.
    • Note: Team members may be assigned to more than one role, depending on what features you want to make available to them.

  • Under the "Team" section, there is a column that will display each user's assigned role(s).
  • Click the three dots on the right-hand side of a team member to edit their access or details.