Go to setup (via the main menu) and select users in the setup menu.

Click the '+ add user' button to add a new user. Assign one or more user roles to the user at the bottom of the pop-up screen.

Permissions per user role

Depending on a user's responsibilities and skills, an administrator can assign one or multiple user roles to a user profile.

Do you want to grant a user all permissions? Set the user roles 'administrator' and 'planner'.


FAQ

Can I change certain permissions per user role?

No, permissions per user role are set and cannot be changed per account.

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