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How to Update Admin Roles & Permissions
How to Update Admin Roles & Permissions

This article will walk you through the steps on how to edit the roles & permissions for admin users.

Updated over 3 months ago

As a Portal Admin or Portal Owner, you can update the roles & permissions for Partner Users (partner's team). Click on the Team tab under Accounts & Settings in the sidebar and find the respective team member. Select the edit button next to their name.

Once selected, a pop-up window will appear and show you the different permissions available.

  • Portal Owner: will have access to all aspects of the portal and can manage all users. Owners can promote other team members to Owners, or demote them if needed.

  • Portal Admin: will have access to most aspects of the portal and can manage other Admins and Team Members as well as Partner Users.

  • Team Member: will have access to work leads in your portal but cannot do things like issuing payments, managing integrations, and configuring most portal settings. They can manage Partner Users.

Select the desired one and press save.

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