Assigning roles to users

Created by Marketing Intuition, Modified on Tue, 18 Apr 2023 at 04:07 PM by Marketing Intuition

IT & HR Managers can assign new roles to users in their company accounts. Learn more about user roles.

By default, all new users added to TeamBuilder have no administration or management roles assigned to them. f you think you haven't been assigned the correct user role on TeamBuilder, please contact your company's HR Manager. 

Tip: Assign multiple roles to users who perform more than one function.

Assigning roles when inviting a new user

You can assign users a new role when adding new users. This can be done on the invite user screen as shown below

Assigning or changing roles for existing users

  1. Go to the "People" page accessible under the "Admin" section of the main navigation menu
  2. Find the user you want to assign a role to and click "Edit" at the end of their user information
  3. Add or update the user's roles on the slide-in menu
  4. 4. Click "Save" at the bottom of the slide-in menu

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