Update User Role
Complete this procedure if you want to update the user role of a staff member.
1. Search for user
Search for the user. See Search for User.
2. Edit user role
Click the Edit button next to the user you want to update.
The Edit tab of the user’s profile is displayed.
Scroll down to the Roles section and select the appropriate role for the user:
- Administrator
- Customer Service
- Read Only Admin
Deselect any role you wish to remove.
Do not edit any other fields in the Edit tab.
Exception: Check that the Username field displays the user’s email address followed by the contact ID (string of characters). Correct if necessary.
This process should not be used to manage a clients permissions within their organisation, instead the Update Customer Website Permissions guide should be used
3. Save
Click Save.