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Users

Last update 2 months ago
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How to edit Teams

Update a Team's name, icon and permissions. Users' permissions are set by the Team(s) they are assigned to unless overridden in the user > edit section.

  1. Go to your profile icon (bottom left) > Users
  2. Chose which Team you want to edit  e.g Setup Team
  3. Click the Ellipsis (3 dots) field next to +Add New
  4. Click Edit Team
  5. Click in the Name field and change the name (if necessary)
  6. Click the Select Icon field and make your Selection (if necessary)
  7. In Core Permissions, select what permissions you want this team to have (if necessary).
  8. Click Save