How do I set a user's User Type?

You can set a user's User Type in one of two ways:

1. When inviting new users to the platform
2. When editing the User Type of an existing user

The process for setting the User Type in both situations is very straightforward. Simply:

1. Navigate to the user in question
2. Ensure you're in the "Basic Info" tab
3. Scroll down 'til you see the "User Type" section
4. Select the User Type you'd like to assign to the user
   • If you choose "Custom," select the specific permissions you want this user to possess.
5. Click either "Send Invite" (when inviting a new user) or "Save Changes" (when editing an existing user)