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Change the roles of a user
Change the roles of a user

Learn how to assign new user roles to users or take exiting roles away from users

Neli Ivanova avatar
Written by Neli Ivanova
Updated over 3 months ago

Question

I want to change the roles of a user. Where can I find this option?


Prerequisites

To change the roles of a user:

  • you either must have the system role "admin" assigned

  • or you should have the "Edit user roles" user role permission.

Only a user with the system role "admin" can grant the "admin" role to another user.


Answer

You have 2 options. Perform the following:

  1. In the bottom of the navigation panel, click Settings.

  2. Click the Users tab.
    A list of all users appears. You can see the roles of each user in column Roles.

  3. Click the user whose roles you want to change.

  4. Select or deselect the roles that you give or take from the user.
    The roles are applied instantly.

  5. Navigate back to the Users page

Or:

  1. Go to Employees

  2. Click on the desired user

  3. Click on the three dots in the upper right corner

  4. Select Manage access

  5. Select or deselect the roles that you give or take from the user.
    The roles are applied instantly.

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