How to Change Roles and Permissions for Members in the Workspace

Before you begin

You must be a workspace admin to access Roles and Permissions. If you do not see this option in Settings, contact your workspace admin to request access.

Steps to update a member's permissions

1. Click the Settings icon at the top right of the page.

   

2. In the left sidebar, click Roles and Permissions.

   

3. Click the three-dot menu next to the member's name and select Edit.

   

4. Set the member's access level for each area:

   • Assessments — create, edit, or view-only
   • Candidates — manage or view-only
   • Settings — admin or restricted
   • Billing — access or no access

   

5. Click Save to apply the updated permissions.

   

Tip: Grant only the permissions each member needs for their role. This keeps sensitive assessment and billing data secure.

Need help? Contact support.