Team

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 picture or initials in the top right corner.
  • Select Team from the dropdown 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 only be assigned to one role.
  • Under the Team section, there is a column that will display each user's assigned role.
  • Click the three dots on the right-hand side of a team member to edit their access or details.

  • To learn more about editing your team members' roles, click here.