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Update a User's Role

Erin Lavey
Erin Lavey
  • Updated

Keep your team organized by updating roles for individual employees or entire groups

To edit a user's role, you must have the "Manage Admin Settings" permission. This will allow you to manage roles and users. For more information on different role permissions visit Edit Role Permissions

Update an Individual User's Role

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  1. From the Menu, tap Admin
  2. Tap Roles & Users
  3. Tap Users
  4. Search for and select the User
  5. Tap the user's Role 
  6. Select the new Role
  7. Tap Save

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Updating from a Role (Bulk Updating Roles)

Update a User's Role - Bulk Role 1.pngUpdate a User's Role - Bulk Role 2.png

  1. From the Menu, tap Admin
  2. Tap Roles & Users
  3. Tap the Role you want to add users to
  4. Tap the + sign in the top right corner
  5. Search for and select the employees you want to add to the Role
  6. Tap Save

For more information on adjusting roles, check out Create a role

Update a User's Role - Bulk Role 3.pngUpdate a User's Role - Bulk Role 4.pngUpdate a User's Role - Bulk Role 5 6.png

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