How to Change a User’s Permission Setting?

Prerequisites:

• You must be an Organizational Admin to change a user's permission settings.

Steps to Change a User’s Permissions:

1. Access the Users Tab:

   • Log into your account.

   • If you have Organizational Admin access, navigate to the Users tab.

2. Open the Manage Users Page:

   • Clicking the Users tab will take you directly to the Manage Users page.

3. Locate the User:

   • You’ll see a list of all users in your organization, including their:

     • Name

     • Email address

     • Companies they have access to

     • User role

     • Last login date

4. Open User Options:

   • Find the user whose permissions you want to update.

   • Next to their Last Login column, click the three-dot menu (⋮).

5. Edit User Permissions:

   • From the dropdown, select Edit User.

   • This will open the Edit User tab, where you can adjust their role.

6. Select a New Role:

   • Use the dropdown menu to assign one of the following roles:

     • Organizational Admin

     • Company Manager

     • Contributor/Author

     • View Only

7. Save Changes:

   • After selecting the new role, click Save to apply the changes.