HELP FILE

How do I change a user's role?

    Update a user's role as needed so they have the appropriate permissions.
    About this task:
    • You must have the super admin role in order to view the buttons and make these role changes for a user.
    • These changes can also be made on a user's profile, under Overview > Details.
    • If you need to change the role for a user group, refer to How do I change a user group's settings? to change the parent group.
    1. If you are not already, sign in to your admin portal.
    2. From People > Roles & permissions, select the role the user needs.
    3. Select the respective add button on the top right and then choose the following:
      • Add user: This will allow you to choose which user you want to assign to this role.
      • Invite new user: This will add a new user to the system. Be sure to select the right role when completing the form.
    4. Complete each field of the form.
    5. Select Save or Send Invitation depending on which option you selected from the drop-down add menu.