Set up a permission profile
Where to go: Click Company settings > Permission profiles
Who's this for:
-
In the Permission profiles, click ADD PROFILE.
-
Give the new profile a name and description.
-
Define the permission settings for the profile.
Go here for details on each of the available settings.
-
Click ADD PROFILE.
-
If you want this profile to be assigned to new team members by default, click the actions menu next to the profile, and select Set as default.
Duplicate profiles as a shortcut to creating a new profile with minor differences to an existing profile.
-
In the Permission profiles page, hover over the By column of the profile you want to duplicate and click > Dulpicate.
-
Create a new profile name and description, and make the desired changes.
Once you have set up your permission profiles, you can assign them either to individual team members or to a team. For details see Add or edit team members or Change team settings.