There are two types of user roles: 

Admin - Administrator rights to access and make changes to all functions of your Shortlist account

Regular user -  A regular user is someone who does not need access to make certain changes or view certain information. 

Follow these steps to select the user type when inviting a new team member:

Navigate to the team page by using the dropdown menu beside your name.

Click the blue “Invite team member” button

Enter the new team member's email address and use the dropdown to select the permissions level you wish to assign them

To change user permissions for a previously invited team member:

  1. Navigate to your team page
  2. Find the user you need and click the dropdown by their name to select the proper permission setting.

Click here to access our article on adjusting user permissions for each role.

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