Overview

A staff member that has Manager permissions for Roles (typically Administrator or Owner roles have these permissions) will be able to modify and assign roles for other team members. 

Instructions

1. Navigate to the Team Members tab
   
2. Click the + button at the bottom right of the page
   
3. Fill out the New Team Member fields
   
   
   • Full Name: Add the full name of the user
   • Email Address: Enter the user's email address
   • Role: Choose the appropriate permission group for the new team member
     • Forms Builder: Can build forms, info pages, submission events, and style apps
     • Business User: As above, plus manage apps and app users, view analytics and submission history
     • Developer: As above, plus create APIs and CDN/Web hosting, keys, and predefined elements
     • Administrator: As above, plus enable AD and add team members
     • Owner: This is only a default role for accounts created after the release. The Owner role can manage the entire account and is the only one to have manager permissions for Team Members, Roles, and Retention Policies.
   • Restrict Environment Access: Toggle to restrict a team member to specific environments
     
4. Click Save
   
   
5. The user will then receive a welcome email, a generated password (if the "Generate Password" was checked), and a link to log in to the CivicOptimize console