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How do I change a user's role?

Update a user's role as needed so they have the appropriate permissions.
  • 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.

Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.

GoTo Admin

If you're an admin who signs in at https://admin.goto.com, these steps are for you.

Change user role

  1. Sign in to GoTo Admin.
  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.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

Give admin permissions

Give a user or user group admin permissions to have access to modify everything in your system except for permissions.

Before you begin: You must be assigned the Admin or Super admin role to perform this task.
A user group can only be nested under one parent group.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select User Groups in the left navigation menu and then choose the Administrators user group.
  3. Make sure this group has Configure PBX permissions.
  4. From Members, select the user or user group that needs admin permissions.
  5. Save your changes.
  6. Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon. Save your changes.

Give super admin permissions

Give a user or user group super admin permissions to have full access to your system; including permissions, reporting, billing, and Contact Center.

Before you begin: You must be assigned the Admin or Super admin role to perform this task.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Permissions in the left navigation menu.
  3. From General > General Permissions > Who, choose the user or user group that needs super admin permissions.
    If you remove yourself from as a super admin, a super admin or support will need to add you again.
  4. Check Super administrator from Permissions.
  5. Select Save.
  6. Optional: To remove a user or user group, hover over the user or user group you would like to remove and then select Admin Portal Trash Icon. Select Save.