Roles give businesses flexibility around permissions they can assign to members in Coast.
Steps to assign roles to your team:
Mobile
Desktop
- From the home screen, tap the people icon on the bottom
. - Find the team member that you want to change roles for.
- Click the 3 dot icon
to the right of their name. - Choose from 2 options:
Admin - Admins have the ability to add and remove users from your account.
Owner - Owners have the same ability as admins but also control the billing for the account.
- On the left hand side, click the drop down arrow near your profile picture
. - Click on Directory.
- Find the team member that you want to change roles for.
- Click the 3 dot icon to the right of their name.
- Choose from 2 options:
Admin - Admins have the ability to add and remove users from your account.
Owner - Owners have the same ability as admins but also control the billing for the account.