How do I manage my users' roles and permissions?

Click Users to invite your team, change what each person can do, or turn a login off.

1. Click Users.
2. Click Invite user.
3. Enter the name and email, and choose a role: Owner, Partner, Admin, Coordinator, or Recruiter.
4. Click Send invite.

They get an email to set a password. Until they finish, the row shows Invited and you can click Resend invite.

Change a role or the checkboxes

1. Click Users and open the person.
2. On Configuration, choose the role and click Save role.
3. Check or uncheck the boxes for that person. Labels include View invoices, See pay rates on existing records, and Approve timesheets.
4. Click Save configuration. Reset all to role defaults puts the boxes back.

Turn a login off

1. Open the user.
2. Click Deactivate. Click Activate to turn it back on.

Good to know

• You cannot change your own role, and you cannot demote or deactivate the original owner.
• Client logins stay with BOSS. On a client user, click Ask BOSS to deactivate or Ask BOSS to reactivate.
• The Partner role shares the account with you. The invite screen still uses the word placements in that role's label.

Questions? Contact BOSS Support at support@backofficenow.com.