Updating the permission roles for team members is a simple process. Follow the instructions below to edit a team member's permission role.
From the Team Members page, select the member who you would like to update
Then, click on the Personal & Job Info tab, under Job Information click on the blue edit pencil icon
The Edit Job Information dialogue box will appear. Under the Workyard Role field, select the new role you'd like to apply and click Save to update.
Our customer support team is always here to help if you have questions or need
assistance. Contact us at help@workyard.com or message us via the Help icon.