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Team Members & Permissions
Team Members & Permissions
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

Great! You're looking to add team members or edit team member permissions to your Roster account. Let's head over to the Team Members page to do this.

Adding Team Members

Click "New Team Member" in the top right of the page.

Granting Permissions

Once you click on the "Add Team Member" button, a modal will appear. Here, you'll need to provide the new team member's first and last name, as well as their email address.

Next, you'll select the access level you want the team member to have. You can choose from three options:

Team Admin:

This access level allows the user to perform administrative tasks such as adding integrations and team members to the account.

Full Access:

With this level of access, the user can view all contacts and data except for Integrations and Team Member details, which only the Owner can access. You can always change this later if needed.

Limited Access:

This level of access allows you to restrict what the user can see, which can be useful when assigning specific roles and responsibilities. A user with limited access can only view Contacts, Applications, and Members that belong to the defined values or do not have data for those values. You can also adjust this later if necessary.

If applicable, you'll then select the team member's Country Access and Program Access.

Overall, it's important to carefully consider the access level you assign to each team member to ensure the right level of visibility and control within your account.

Deleting Users

To delete a user, simply click on the pencil icon to edit then delete them using the button in the bottom left of the modal.

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