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Team Settings

The Team Settings tool allows you to assign roles to team members, owners and delegates as separate groups. In this way, members you designate as team members, owners or delegates will automatically have access to the respective group's roles.

Note: Access to this tool and certain features depends on your account roles and privileges.

Note: The Delegate role is useful for granting individuals Owner-equivalent access to a team's data and reports. For example, a manager's administrative assistant may have this role, allowing them to access, export and print the team's reports for the manager.

Screenshot of the Team Settings tool.
Team Settings tool

Click a group's row to view more information about the roles you have assigned to the group.

Screenshot of the Owner roles.
Owner roles

Click Manage Roles to display a list of available roles. Select the roles you want to assign to the group, and clear the roles you want to deny the group access to. Then click Save.

Screenshot of the Role Management page.
Role Management page

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