Invite Members

You can add team members and provide them access to particular modules in the platform.

• Click the plus icon.
  

  

• Enter the Name and Email. You can assign 3 types of roles to your team member
  Admin - Has complete access to the platform
  User - Cannot invite members and has rest all permissions
  Custom - You can provide limited access to specific modules in the platform and set permissions.

  

Permission Templates
You can create a template with set permissions and use it whenever necessary.

• To create a Permission Template, Click the plus icon
  

  

• Name your permission template and click set permissions.
  

  

• Set the permissions and save