How to assign and edit permissions

When inviting employees to the organization, assign their permissions during the invitation process.

Note: If you choose “Custom” permissions for an employee, you’ll need to assign them manually.

Go to Admin Settings in the left side menu.
Select Permissions on the top menu.
Click the pencil icon on the right of the employee you want to edit.
Go to the “Select a role” dropdown menu in the top-right corner of the screen and select the desired permission level.
You can also manually edit their permissions if needed.
Click Save. A confirmation message will appear once the changes are saved.

Updated on: 11/03/2026

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