Assignable Roles

In the Dashboard, you can assign specific roles to all users associated with your account. This applies to users who have just been invited as well as those who have completed their sign-up and are currently active.

Assigning the correct roles is crucial to ensure users have access to the appropriate information and controls necessary for their tasks, while also maintaining security and privacy.

The Dashboard provides three primary roles that users can be assigned to, each with distinct permissions and capabilities: