Edit access roles

Putler has two access roles – Admin, Support.

The Admin role provides access to all the dashboards, whereas the Support role only gets access to Sales and the Transaction dashboard.

Steps to change the role of a team member

  • Log in to Putler
  • Click on the profile picture icon at the left bottom corner
  • Click on Settings
  • Go to Teams
  • Click on the ‘Team’ you want to remove a team member from
  • Click the delete bin icon next to the team member’s name whose role you want to edit
  • Re-add the team member and select the new access role
  • Hit Update
    • « Back to Team Access