Note: Only an Organisation Administrator can assign or change user roles.
The first person who registers an account for an organisation automatically becomes the Organisation Administrator and is responsible for assigning roles to colleagues who register afterwards.
Change roles for an existing user:
On the left side menu, you will find the cog icon for Settings. Select this to open General Settings.
From there, you can select User management.
Search for the user you want to update and open the user’s details by selecting Edit via the 3-dot menu on the right side.
Click Roles to view which rights the user currently has
If the user is connected to multiple organisations, make sure you select the correct organisation before editing roles.
5. Then click Edit to manage the roles and select the roles the user should have
6. Click ‘Save’.
The change in role is then effective immediately.
The User role provides limited access and should only be assigned when it is intentionally required to restrict a user’s access. It is automatically assigned to all new user requests that are linked to a company through self-signup.
Article Ref: 301020251146