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:
- Select the "Admin" tab in the left navigation menu
- In the "Manage Users" section click on the "Manage User Roles" link
- You will see an orange button labeled "Add New User Role". Select this and create your new User Role
- Fill out both fields ("Name" and "Description").
- Make your role selections
- Click on the "Save Changes" button
You can CHANGE a User's Role as follows:
- Select the "Admin" tab in the left navigation menu
- In the "Manage Users" section at the top, select "Add/Edit Users"
- Click on the blue pencil icon in the row for the user whose role you'd like to change
- On the default tab ("General" tab) scroll down and you will see a drop down menu allowing to change the user's role.
- 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.