This guide is for all users of thedocyard and explains how to identify the role that they have been assigned within the deal space.
Identifying assigned role
- Within the platform navigate to Team Management from the left hand menu options.
- Under the team that the user has been assigned to, the role that they have been assigned is displayed.
Need further guidance or help?
If you have any questions, contact the Help Desk team: firstname.lastname@example.org