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Grant Permission to a Team Member

When adding or updating a team member for a participant, you can control their level of access by assigning specific permissions. This allows you to manage what each team member can view or do or view in the Portal and App.​

Updated today

  1. Select an existing team member or add a new one to the participant. (For detailed steps, refer to: How to Add a Team Member to a Participant
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  2. In the Permissions section, choose the level of access you want to grant.
    You can select one or multiple permissions, including:

    • View Budget

    • View Invoices

    • Approve Invoices

    • Email Statements

    • View Documents

    • No Access
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    Customise access by selecting the appropriate permissions:

    • Choose multiple permissions for broader access, or

    • Select “No Access” to restrict all access

  3. Once you have selected the desired permissions, click “Update.”
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Note : Team Member pertains to the Participant's, not within your organisation.

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