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How to: Add/Remove a User's Roles

Add or remove roles from a user already invited to your project.

Step 1: Click USERS on the left navigation.

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Step 2: Search for the user's name on the Accepted Invites, Outstanding Invites, or All tab.

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Step 3: Click on the number of roles in the Project Roles column.

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Step 4: To add a new role, click in the field on the Manage Roles pop up and a drop down menu will appear with all the roles you are able to assign.  

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If the role you would like to assign to the user is not available, please reach out to GreenSlate support and we can update your access for assignable roles.


Step 5: Click on the role then click SAVE.

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Some roles might be used on your approval flow or give a user access to view/approve documents that you do not wish them to be able to. For example, the Line Producer role gives a user access to approve the payroll preview. If you are unsure of what role to give a user for the access you would like them to have, please reach out to GreenSlate support.

Step 6: If you would like to remove a role, click the X next to the role then click SAVE.

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