Login to your CRM
In the top right-hand corner, select the Profile Icon
Under Settings, select Company Settings
In the top tab panel, select Team Members
From the list of team members, select the team member you would like to update
Scroll down then select permission set you would like to give them
Select Save Changes
How do I change a team member's role in the CRM?
Update a team member's permission set within your CRM account settings.
