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Profit Tracker
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 only one role.
- 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.