Manage User Roles

Users Roles are a way to manage the level of access that you grant to various types of users on your team.  After creating a user role, you are now ready to assign that role to the appropriate users.

You can CREATE User Roles for your account as follows:

  1. Select the "Admin" tab in the left navigation menu
  2. In the "Manage Users" section click on the "Manage User Roles" link
  3. You will see an orange button labeled "Add New User Role".  Select this and create your new User Role
  4. Fill out both fields ("Name" and "Description").
  5. Make your role selections
  6. Click on the "Save Changes" button 

You can CHANGE a User's Role as follows:

  1. Select the "Admin" tab in the left navigation menu
  2. In the "Manage Users" section at the top, select "Add/Edit Users"
  3. Click on the blue pencil icon  in the row for the user whose role you'd like to change
  4. On the default tab ("General" tab) scroll down and you will see a drop down menu allowing to change the user's role.
  5. If you make any changes you'd like to save scroll down and click on the orange "Save Changes" button

     

SPECIAL NOTE:  If you make changes to a given User Role, please keep in mind that this will change the permissions for ALL users that are currently assigned to that particular role.

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