How to assign a Task user role while creating a new user in Profit.co?

Category: General

Profit.co now supports a new user role called “Task User” which provides access to the task module only.

Why this feature?

  • Streamlines task management by enabling dedicated user accounts solely for task execution, optimizing team productivity and accountability.
  • Facilitates role customization by offering specialized task-only accounts, allowing precise assignment of responsibilities and efficient workflow management within the organization.

Step 1

In the Profit Access Information section, click the + Add Role button. A popup will appear.

Switch to the App Specific tab, choose Task Management, and then, click the Task user checkbox. Click Add & Update.

Step 2

The created user will have access only to the Task module.

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