Account roles can be only assigned by an Account Owner in the Team and resources section. Enterprise users can create Custom roles and grant them permissions to assign account roles as well.
It is possible to:
- Assign a role when you invite a new user
- Select a role assigned by default to any newly invited user
- Change the role that has already been assigned to a user
- Create a Custom role (for Enterprise plan users)
How to assign a role to a newly invited user
An Account Owner can assign roles to users when inviting them to the account. To do that, open the Account settings and then the Team and resources section. Click on Invite by email, and select a role for the invited user(s) in the emerging window.
Note that on Enterprise plan, users with a Custom role that have this permission enabled, can also assign roles.
How to set up a default role for newly invited users
By default, any new user is added as an Account Member. If you want to change that, just go to Account settings and click on Account roles 1. From there, you can choose a different role from the drop-down menu 2. This will be a default option when a new user is invited to the account.
How to change account roles
An Account Owner can configure account roles in the Team and resources section 1. It is possible to assign a role for a particular user from the drop-down in the Account role column 2.
It can also be done from the User card. Just click on a particular user 1, and assign the role 2 in the emerging window.
How to create a Custom role
To create a Custom role, go to Account settings, select Account roles 1 and click on +Create button 2 above the default roles titles.
In the emerging window, add a Role name 3 and select the default role 4 that will be taken as a basis: an Admin or a Member.
Once you are done, click on Save 5.
Now click on the three dots 1 to the right of the role you have just created, and select Edit role. That way you can enable or disable with the toggle buttons 2 permissions within the account for this particular role.
Once you are done, click on Save 3.
To delete a role, click on the three dots to the right of its name again and select Delete role. To rename a role, just click on its current name and add a new one.
Note that, it is also possible to select the custom role you create as the one that will be assigned to new users by default.