Change a user's role

Follow these steps to change the role for an existing user. Every user account must have a role assigned.

Change a user's role

1. Select Admin.
2. Select User Management.
3. Select Roles & Permissions.
4. Select Assign Roles.
5. Search for the user you want to update.
6. Select the checkbox next to their name, then select Update Role.
7. Select the Role you want to assign.
8. Select Update.

Change a user's role while editing their account

1. Select Admin.
2. Select User Management.
3. Select Users.
4. Search for and select the user you want to update.
5. Select Edit User.
6. Select the Role you want to assign.
7. Select Save.

The user receives and email notification, and the change is recorded in the user audit trail