This article provides steps for navigating to the Users page, locating a user's Profile, and updating their Role.
Roles can be assigned when adding a new user or edited later and there are seven user roles to choose from.
Editing User Roles
Navigate to the Users page, following the instructions based on your Account View.
Expand the Account dropdown in the left navigation and select Users.
At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account dropdown in the left navigation and select Users to see all users across Departments.
Please note that the Department menu above Profile in the left navigation also has navigation to a Users page that is dedicated to the users of the current Department.
Click Team in the left navigation.
- Click the hyperlink of the Name of the user you wish to edit.
- Click the Edit button to the far right of Profile Information.
- Scroll down to the bottom of the page, expand the Role drop down, and select the new role.
- Click Save.
Please Note
Only Company Admins can add or change users.
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