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Edit Users - Users Module

How to change the User role or permissions to existing users in the program

Updated over a week ago

Only Admin users can edit user permissions. This can be done from both the Admin Settings> All Users tab or Users module from the main menu.

Check out the gif or steps below.

Edit User Role Gif (Admin Settings)

Admin Settings Guide

  1. Select Admin Settings from the main menu.

  2. Click the All Users tab.

  3. Click on the name of the existing user to open their profile form.

  4. Select the Edit Profile button to change the User's profile details.

  5. Select Edit Permissions to change the user's role to an entity.

  6. Hit Save to keep changes or Discard Changes to exit.

Users Module Guide

  1. Select Users module from the main menu.

  2. Click on the user's name to open their Profile card.

  3. Click on the Edit Profile button to change profile details.

  4. Click on Edit Permissions to change the user role.

  5. Hit Save to keep changes or Discard Changes to exit form.

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