How to Set Up Team Access?

How to Set Up Team Access?

You can assign permissions to resources (menus) based on an individual's or a team's role.

  1. Either click on the Team Access main menu.

    Or go to Apps → Integration tab and select Add/View Access.

  2. A new window will open. Click on the Add Access button.

  3. Enter the details in the form, define the access permissions, and then click on the Create Access button.

This will create role-based access and ensure the right people have the right permissions.