How to manage user roles
List of roles and accesses who can manage a team:
Company Admin
Can invite new users, edit and delete profiles of all roles except Company Admin and Company Auditor
Access to all company operations, all accounts, the ability to create accounts and invite users to them.
Account Admin
Can invite new users, edit and delete profiles within the available account, except for the Company Admin, Company Auditor and Account Admin roles.
Access to all operations within the account, the ability to invite users.
To find the team management menu, go to the menu section with your user account, click "Settings," then the team section.
If you try to delete a role that is the same as yours or higher, you will be refused. Such roles can only be deleted from the company through support.
In all other cases where you have the right to delete or edit a user, you can perform the following actions: you can edit the user's role, you can remove him from a specific account, you can remove him from all company accounts.
After you select to delete a user and confirm the action, the user will disappear from your team list.
To change the role for a user on your team, select "Edit".
Select the checkboxes for the roles you want to add to this user, or uncheck the checkboxes for the roles you want to remove. You must leave at least one role for the user. Then click "Save."
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