Roles Overview – Extend

Main Content

Assign Roles

To assign roles within your organization, follow these steps:

  1. Go to the Settings page.
  2. Click on Roles under the User Management section.
  3. Select the user you want to assign a role to.
  4. Choose the appropriate role from the dropdown menu.
  5. Click Save.

Invite Your Team

To invite new members to your team:

  1. Navigate to the Team page.
  2. Click on the Invite Team Member button.
  3. Enter the email address of the person you wish to invite.
  4. Click Send Invitation.

Manage Your Organization Settings

To manage your organization settings:

  1. Open the Organization Settings tab.
  2. Here, you can change your organization's name, address, and contact information.