When adding a team member to a participant, you can choose between granting them all permissions or selecting specific permissions. This allows for granular control over what each team member can do.
Note : Team Member pertain to the Participant's Team, not within your organization.
To do this:
First, add the team member to the participant. (See "How to add a Team member to a Participant" for detailed instructions.)
In the "Permissions" section, it allows you to customize the team member's access by selecting specific permissions, such as :
View Budget
View Invoices
Approve Invoices
Email Statements
No Access
View Documents
You have the flexibility to grant multiple permissions or, alternatively, choose "No Access" to deny all access.
Once done, click "submit"
