Evolution Global Help Desk

There are 5 role options for Clients that will be logging into your system. The spreadsheet below lists each user type and the access for each.

<b>Related Article:<br><a href="https://intercom.help/evolution-global-inc/en/articles/10628892-understanding-employee-user-roles-and-access" rel="nofollow noopener noreferrer" target="_blank"> </a></b><a href="https://intercom.help/evolution-global-inc/en/articles/10628892-understanding-employee-user-roles-and-access" rel="nofollow noopener noreferrer" target="_blank">https://intercom.help/evolution-global-inc/en/articles/10628892-understanding-employee-user-roles-and-access</a>

Understanding all access levels for your Client user roles.

Understanding Client User Roles and Access

Evolution Global

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Understanding Client User Roles and Access

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