What Are Permissions?
Granular permissions let Account Admins assign specific capabilities to each user.
This means you can tailor access based on someone’s role, responsibilities, or level of involvement in your workflow.
Granular permissions currently include:
Create, edit, or delete projects
Create, update, delete, import/export clients and create custom fields
Create, update and delete tasks
Create, update or delete templates
Create, update, or delete series
Create, view, update or delete contacts
Each permission can be checked on or off individually.
Note: if a user has view only assigned access for clients, in order for a user to view a specific client, they must be selected as a client assignee on the client profile
Each permission category will also have a toggle to set that user's ability to either access either only work they're assigned to or that they can access all work in that category.
Example: someone with the view only assigned toggle on projects would only be able to view their own projects and then depending on their additional permissions, make edits, create or delete their own projects. If a user has the toggle set to view everyone's, that user would be able to delete, create or edit projects even if they are not assigned a role in that project.
Who Can Manage Permissions?
Only Account Admins can view and update user permissions.
To remove an existing account admin, click the 3 dots menu near the upper right corner of their panel to remove them as an admin or remove their account completely.
To make an existing user an admin, click the 3 dots menu on their line to update or remove their account completely.
How to Update User Permissions
Navigate to Account in your left menu.
Select Members & Permissions from the tabs at the top.
Choose the team member whose access you’d like to adjust.
You’ll now see a list of granular permissions grouped by category.
Toggle each permission on or off based on the level of access you want the user to have.
Changes will save automatically.
Updates take effect immediately.