How to Set and Edit User Roles in MeasureSquare Bids
In this article, we will cover how assign roles to users within your team and how to edit the roles themselves
To watch a video of this tutorial click here
This article applies to the MeasureSquare Bid.
Download this file here and add it to your MeasureSquare Cloud to follow along
For help with uploading your project to the Cloud, click here
1. Click on your profile in the top right corner to open up a dropdown, then click on User Management
2. To edit a user's role, click on the pencil symbol next to their name
3. Click on the drop down in the top right and select which role to assign to them, then click Save
4. To edit to permissions that each role has or to create and delete roles, click on the pencil icon in the top section
5. To create a new role, click on New Role
6. Give the new role a name then click Save
7. To edit a role click on the pencil icon
8. Use the toggles to set permissions for the selected role, then click Save
Check out our next article on how to import and manage product catalogs in MeasureSquare Bid by clicking here
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