Edit Roles

Access to Manage Users

Only Admin users with full access and Account Owner users are able to manage user profiles.

You can edit a user's role(s) from the user management screen (accessed by going to the Profile icon ( ) > Manage Users) as explained below.

The users' roles are listed next to their names. To add a role:

1. Click on the plus icon ( ) next to their current role.
2. Select the relevant role.
3. Click Save.

To edit a role:

1. Click on the hyperlinked role that you want to edit.
2. Set the status of the Permission Role by selecting "Active" or "Deactivated", whichever is applicable.
3. Click Save.

Access restriction option

If you do not wish to give the user full access to your account in that role, tick Restrict to selected Companies, and grant access as required.

More information on restricting access can be found here.

Deactivating roles

You can't delete a role from the Edit User Role screen; at most, you can de-activate a role in the way described above – if the user has more than one role. You can't de-activate a role if it is the user's only role; otherwise, they would lose access to the system.