How to Assign Roles

You can assign roles, such as Editor, Viewer, or Accountant, to your teammates. This feature is only available on the Team and Organization plans.

Process

Step 1: Go to your Teammates page: https://app.pulsetic.com/account/teammates

Step 2: Select a teammate to whom you want to assign a role as Editor, Viewer, or Accountant. Then select Update.

Step 3: A pop-up message will appear; hit OK to continue.