Change a User Role

An Account Owner can change a user’s role at any time. By default, an Account Administrator can change any user’s role except for an Account Owner.

To open a user account, click on the user’s name on the main User Administration page. Deleted users are not listed.

 

To change the user’s role:

Step 1: Click Edit Permissions.

Step 2: Select the new user role from the User Role drop-down list. The default user permissions associated with the selected user role are automatically listed and enabled.

Step 3:  To further customize the user account, click to deselect the check boxes next to the user permissions that should not be enabled for the user.

Step 4: Verify your identity by requesting and confirming a PIN.

Step 5: Click Submit to continue or click Cancel to cancel the action. The user’s profile page opens, displaying the updated user role and permissions.