User roles in Coupler.io

In this article, you will learn what different roles do and how to assign them. The total number of possible users varies depending on the plan you're on. You can learn more about that topic on our pricing page. Each added member can have one of the available roles: "owner", "user", or "guest".

Table of contents

1. How do I assign roles?
2. "Owner" role
3. 'User" role
4. "Guest" role
5. Table with role qualifications

1. How do I assign roles?

• From the Homescreen, go to Settings -> Users.
• Open the dropdown list next to the person whose role you want to change.
• Select the role and click off to confirm.

2. "Owner" role

The "Owner" role is assigned to you automatically when you create a new Coupler.io account. Also, you can assign this role to any member of your account.

3. "User" role

The "User" role is assigned to you automatically when an "owner" invites you to their Coupler.io account. 

4. "Guest" role

As an owner of the account, you can assign the "Guest" role to any user that you invite to the account. This role is the most limited one, so it can be used by external consultants or support engineers who should not see additional account information.

5. Table with role action availability