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Internal Users (Employees) [VIDEO]

 The My Users tab allows you to easily change Roles, who the employee reports to, Deactivate a user’s account and select the task types each user can create. This allows you to adjust how various users can interact with the platform.

The My Users tab allows you to easily change Roles, who the employee reports to, Deactivate a user’s account and select the task types each user can create. 

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For example, if you wanted to change a role, find the user, and click the Edit button.

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Then select the type of role you want the person to have, and when you’re done, click the Accept button.

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Changing Task Types

 

Another thing you can do in the My Users area is adjust the types of tasks that a person can create. All users with a role of Project Manager Jr. or above can create generic tasks. You can also allow them to generate other types of tasks like translation or copy-editing requests.

This is one of the areas in our roadmap that will always be in expansion. For instance, an upcoming task type will allow your company to order print jobs to any print shop in the world.

To change task types for a user, click on See and Edit:

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Then click on the checkboxes for the task types you want to enable and click Accept:

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