Managing Team Member Access

Note: Only Platform Administrators can edit access controls. Because they already have permissions for every feature and page, the controls for that role cannot be altered.

Changing Access Controls:

Navigate to Your Team

• In the main navigation, click on Your Team.

Open Access Controls

• Click on the Access Controls button.

Configure Permissions

• Each team member has permission options under several tabs (e.g., Projects, Stakeholders, Conversations, etc.).
• For example, in the Projects tab, you can check:
  • Create Project
  • View Project
  • Delete Project
• Assign or remove permissions according to each team member’s role and responsibilities.

Search for a Team Member

• If you have many team members, use the Search Team… box to find them by name or email.

Save Your Changes

• Once you’ve made your adjustments, click Save Changes to apply the updated access settings.

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That’s it! Your team members now have the correct access levels aligned with their responsibilities.