How do I edit the permissions of existing sub-account consultant users?

Note: You must be the Account Owner to add sub-accounts, remove-sub-accounts, or modify sub-account permissions.

1. From your account, click the “Profile” icon in the top-right header. 

2. In the right-hand column, underneath where your subscription and billing information is shown, you’ll see a list of names under the header “Account Profiles” and the role/enabled permissions for each. Click on any user to modify.

3. You can then customize the user's permissions in the following ways:

• • Choose a permissions type (See: Permissions for sub-account consultant profiles)
  • Toggle on/off Billing & Invoicing access (If your account has the Billing & Invoicing module enabled, toggling this setting OFF prevents the user from creating or viewing invoices and payment plans, accessing invoice reports, and adjusting invoicing settings)
  • Toggle on/off Conversations for Secondary Assignments (an additional monthly charge applies when this is toggled ON for a user). See: How does the Conversation feature work in multi-consultant accounts?