Learn how to assign, modify, and manage specific users permissions for team members within your Cashflow.io account.
- On the upper right of the page, click the Account Menu and select Settings.
- In the account settings page, select Team Management.
- The list of users will be displayed on the Team Management page. Locate the team member whose user permissions you wish to view or manage, and click on the pencil icon to view their profile.
- In the user's profile, scroll down to the permissions section. Here, you can expand the dropdown menu for each category of permissions and use the toggle to set the permission to either "No" or "Yes" to manage the features and functionalities available to the team member.
