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Giving users access to a module

Assign a module to one or more users from Team Settings, then check their role permissions if they still can't access it after logging back in.

If the user cannot access the module after being assigned and logging out and back in, check that they have access to the module through the roles:

Open module assignments

1. Click on the Cog

Dashboard top navigation bar with the cog (settings) icon highlighted next to the notifications bell and profile picture

2. Click "Team Settings"

Settings menu in the left sidebar with Team Settings highlighted, below Tags & Types and above Workflows & Statuses

3. Click "Manage Team Members"

Settings page with the roles list above and the Manage Team Members section highlighted, followed by Manage Teams

4. Click "Assign Modules"

Users list with the orange Assign Modules button highlighted next to View Login Activity above the user table

Add users to the module

5. Click on the module to give user(s) access to

Module list with user limits, with Works Orders - 9 User Limit highlighted as the module to give users access to

6. Click on the dropdown

Works Orders - 9 User Subscription Limit page with the user selection dropdown beside Add User highlighted

7. Click on the user to add

Works Orders - 9 User Subscription Limit page with a user email highlighted in the dropdown list to add access

8. Click "Add User"

Limit settings page with a user dropdown and the highlighted Add User button above a table of assigned users with delete icons

Confirm access and permissions

9. The user will need to log out and back in gain access to the newly added module

10. You can control access to delete and other functionality for this module using roles

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