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Conform User Guide

Users & Roles

Open Settings → Users & Roles.

Placeholder: Users & Roles
Users & Roles.

The tabs

Tab

What's there

Team

Everyone in the tenancy: their tier, roles and status, and pending invitations. Invite someone is here.

Roles

The tenancy's roles and the permissions each one grants. Create your own roles here.

Workflow roles

Who holds which roles in each feature's workflow. See Workflow roles.

Activity

Who changed what, and when. See The activity log.

Tiers

Each member has a tier: Owner, Administrator, User or View Only. It's a label that says roughly what someone is; what they can actually do comes from their roles.

See also