- 01
Open the Users settings
Go to Settings and choose Users. The list shows each team member's Name, Role, Licence, Email, Status, Verified and Last Active.
- 02
Review the built-in user types
The User types panel lists every type, with Owner at the top. Base seats work in the mobile app only; The Works seats also get the web dashboard.
- 03
Open a user type
Select a user type to open its toggles. A Base type shows the web dashboard as locked, because that seat has no web access.
- 04
Set the toggles
Switch features on or off under Web dashboard and Mobile app, then select Save permissions. The change applies to everyone with that type.
- 05
Create a custom user type
Select + New user type, give it a Name your team will recognise, such as Senior engineer, and pick its Seat: Base or The Works. You can also duplicate an existing type to copy its seat and every toggle.
- 06
Assign a user type to a team member
Choose the user type when you invite a new team member or edit an existing one. Every member with that type then gets the access you configured for it.
Good to know
- ✓Permission changes apply to the whole user type, so every member with that type is affected at once.
- ✓If you delete a custom user type, its members are automatically reassigned to the standard type for the same licence.
- ✓Name custom types after the job they represent, such as Senior Engineer, so they are easy to pick when inviting.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.