This article is a step-by-step guide which will show you how to edit a users role in an instance, in order to do this you need to be an Admin or Manager user.

 

You may want to change a users role in order to reflect their position in your business to limit or increase their access within the instance.

 

Change a users role

 

To, edit a users role, head over to your chosen instance and click ‘Settings’ from the navigation panel.

 

 

This will take you to the Users page.

 

Find the user you wish to edit and click on the three dots, then select edit from the dropdown.

 

 

Now you can see the user’s profile.

 

To edit a users role click ‘Change role’.

 

 

From the dropdown select the new role.

 

 

Then click ‘Change role’.

 

 

And that’s it!

 

The user’s role has been changed.