You can update any custom user type to adjust permissions or assign users. Any changes apply immediately to anyone in the group.
- Navigate to the Users option on the left-hand menu bar.
- Custom user types can be edited from the User Types tab at any time by clicking the edit icon.
- This will open the review page, and you can click Edit next to the name, permissions, or users to make changes.
- Click Submit when you’re finished editing. Changes will apply immediately for any users assigned to this user type group.
You can’t edit the default Admin, Finance, or Business user types. However, you can still click into those groups to modify which users are assigned to them.