What are roles?

What are roles?

Roles are the hierarchical attribute that you can assign to any user in your team or organisation.

There are 2 different ways to manage the teammates' roles in the Teams section. To know the process, all you need to do is just follow the simple steps below.

Step1: Initially you can assign any specific role to the new member while creating the New Teammate.

Step2: In the first method, you can change the role of a teammate whenever you want by using the Change role option beside the existing role in the Teams section.

Step3:

After clicking on the change role option, you can simply choose the roles from the existing list.

Step4: In the second method, you can create new roles and assign them whenever you want by clicking on the Create new role option from the list.

Manage Teammates Permissions

ClientVenue allows the admin user or the project manager to manage the teammate permissions anytime in the settings option. To know the process, all you need to do is just follow the simple steps below.

There are 2 different ways to manage the teammates' roles in the Teams section. To know the process, all you need to do is just follow the simple steps below.

Step1: Initially you can assign any specific role to the new member while creating the New Teammate.

Step2: In the first method, you can change the role of a teammate whenever you want by using the Change role option beside the existing role in the Teams section.

Step3:

After clicking on the change role option, you can simply choose the roles from the existing list.

Step4: In the second method, you can create new roles and assign them whenever you want by clicking on the Create new role option from the list.

Manage Teammates Permissions

ClientVenue allows the admin user or the project manager to manage the teammate permissions anytime in the settings option. To know the process, all you need to do is just follow the simple steps below.