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Esoft Knowledge

Esoft

Esoft Knowledge

Esoft

Esoft Knowledge

Change a user's role

Switch a team member between Admin and Member, or change what a Member is allowed to do.

All plans

2 min read

The Edit user form in Manage users0:23 · Captions
Watch the walkthrough, or follow the steps below.

Before you start

You need the Admin role.

Change a role or permissions

1

Select Manage users.

2

Find the person in the list. To search, type in Search name, email.

3

Select Edit user (the pencil) in their row.

4

Under Role, choose Admin or Member.

5

For a Member, choose what they’re allowed to do under User is allowed. See What each role can do.

6

Select Save.

Change the role or the permissions, then select Save.

Other changes in Edit user

In the same form, you can set a new password for the person. To remove someone, see Delete a user.

What happens next

The change is saved straight away. If the person is signed in, ask them to sign out and sign in again so they see their new role and permissions.

FAQs

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