User roles can be assigned when inviting a new user to the platform, and can be modified within the Teams section of Jeeves. This allows for flexibility in configuring user roles based on specific requirements and responsibilities.
If you have already invited the user to the platform, you can change their assigned role at any time by following these simple steps:
- Log in to your Jeeves account and navigate to the Teams tab.
- Find and select the user for whom you want to change the role. A small tab will open on the side, displaying the user's information.
- Click on the edit button located in the top right corner of the tab.
- In the tab, you will see the user's current assigned role. Click on the drop-down menu next to it to switch to a different role.
⇾ See also: User roles - After selecting the desired role, save the changes to see the new role assigned to the user.
By following these steps, you can easily change a user's role in Jeeves and ensure their access and permissions align with their responsibilities.
We hope this article has provided a clear understanding of the different roles available in Jeeves and their corresponding access and functionality. If you have any further questions or require assistance in managing user roles, please don't hesitate to reach out to our support team.