Control what each team member in your team can see on Bob Go by setting up user roles. Currently, there are two roles available – the Account SuperUser and the Account User. The SuperUser is the creator of the account or a user with access to all admin features and settings; the User has more limited access to the app, with no access to the admin features – including any billing. The SuperUser is able to create new users, determine their specific role, and edit the role of the user.

Navigate to account and scroll down to the account users section. Create a new user for your account by adding the user name, email address and user role. Edit a user’s role or information by selecting the user to open a modal with the available options.