Understanding Sub-Account Level User Roles and Permissions

Managing user access across multiple levels of your organization can be complex. This guide will help you understand account-level roles, their permissions, and how to manage them effectively, ensuring the right users have the right access.

How to Change User Roles

Admins can modify a user’s role in a few steps:

1- Navigate to Settings > My Staff.

2- Click the Edit (pencil) icon next to the user.

3- Select the user role under the Roles & Permissions tab.

4- Select the appropriate role for the user.

5- Save your changes.

This ensures users have permissions appropriate to their responsibilities and prevents unauthorized access.

FAQs

Question: Where do I go to manage my team’s access levels? Answer: You can manage all user access by navigating to the Settings menu and selecting the My Staff section.

Question: Who has the authority to change a user’s role? Answer: Only users with Admin privileges have the ability to modify roles and permissions for other staff members.

Question: Can I change a user’s role after they have already been added to the system?

Answer: Yes. You can update a user’s role at any time by clicking the Edit (pencil) icon next to their name in the My Staff list.

Question: What specific tab should I access within the user settings to update their role?

Answer: To update a user’s role, you must navigate to the User Permissions (or Roles & Permissions) tab after clicking the edit icon.