How to modify the role of an existing user?

Only the Admin can upgrade or downgrade the role of an existing user.

Updating role access of Finance and Employee user:

1. Navigate to "Users and Access" on the lower left and click "Users"
2. Select the user you wish to upgrade/downgrade the role
3. Within the Access Role column, click on "Modify Access", then click "Update access role" 
4. Select the user's new role access from the three options (Admin, Finance, or Employee)

Updating access of an Admin role

Since the Admin role is the highest in the hierarchy, it can only be changed to Finance or Employee role. You can ask the specific admin user to contact our support team to confirm their role change. Alternatively, if you are an Admin and you want to downgrade another Admin's user access follow the steps below:

1. Navigate to "Users and Access" on the lower left and click "Users"
2. Select the Admin user you wish to remove the access
3. Within the Access Role column, click on "Modify Access"
4. Click on "Contact Customer Support", sign and provide this letter confirming the change in the user's role. If the Admin is no longer a director, you also need to include an updated Certificate of Registration.
   
   

Want to learn more about the different roles before you proceed? Click here!

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