How to edit the permissions of a customized role

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When you create a customized role, you can always edit what permissions this role has and what information such a user has access to. With our template company user roles, you cannot adjust the user's permissions or what information they have access to.

To edit the permissions of a customized role: 

  1. Go to the Admin & permissions tab, then to the Roles section.
  2. Find the customized role you want to edit, click on the three dot icon, then choose Edit permissions.


  3. Make the necessary changes, then click on Save role.


If the information a user can access is limited to their direct reports, remember to assign the specific direct reports to such a user. 
See also: How to assign a Manager to specific employees

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