How to assign permissions and profiles to members?

Permissions and profiles are key to successful user management in Weflow. 

Permissions grant users special privileges for the admin console e.g. to set up templates for the entire organization.

Profiles are an effective way to bundle templates and members together and ensure sales process compliance.

How to assign permissions in Weflow?

1. Go to the "Members" tab in the admin console
2. In the table overview, you can see all members in your account
3. Click on the "Permission2 tag next to the email address of a user
4. All available options will be shown (Member and Admin)
5. Select the permission you want to assign to this user
6. The change will be done instantly

How to assign profiles in Weflow?

1. Go to the "Members" tab in the admin console
2. In the table overview, you can see all members in your account
3. Click on the "Profile" tag between permissions and user status
4. All available options will be shown to you in a dropdown pick list
5. Select the profile you want to assign to this user
6. The change will be done instantly

Please note: per user, only one profile can be assigned.