Modify access levels for roles to ensure each team member has the correct permissions. Over time, your team’s responsibilities may change and so should their permissions.
Step By Step Guide
1
Click "Settings" on the Plexa Dashboard
2
Click "Roles & Permissions"
3
Click "Edit Permissions" under the relevant role
4
Edit as required by selecting/deselecting necessary "Checkboxes"
5
Click "SAVE"
Notes & Recommendations
Restrict financial access to Admin or Finance level roles only
Permissions take effect immediately after saving
Video Tutorial
For a visual guide, watch the video tutorial below
