How to Edit User Roles & Access

Edit User Permissions

Admins can edit a both user’s Platform Role and Product Access using the following steps:

1. Click your avatar at the top right
2. Click Organization Settings →
3. Open the Staff Members tab
4. At the top right of the staff table, click Manage → Edit Permissions
5. Find the user you want to manage
6. To edit a user’s Platform Role :
   1. In the Role column, click the dropdown and select a role
   2. New users are given the Basic User role by default
7. To edit a user’s Product Access :
   1. In the EI Access column, click the dropdown and select role
   2. New users are given No EI Access by default
8. Your changes will save automatically

Related

Getting Started with User Management

Add & Invite New Users