Change a user's role(s)
- Matt Kepple
- Riya Bansal (Unlicensed)
The Manage Colleagues page lets you change one or more users' roles at the same time
You must have the Organisation Admin role to access the Manage Colleagues page
2 May 2023 update: Work is being carried out on the Manage Colleagues page which means that
there is a delay when you add a user from this page
to remove a user, use the Edit Project page instead Remove a user from a project
You can alternatively add a user to (or remove a user from) a project using the Edit Project page.
This can be done by Project Managers (in case, Redacted Access is turned on) or Organisation Admins.
Steps
Select More in the top menu
Select Control Panel
You arrive on your Control Panel
Select the red Manage Colleagues button under the People section to change people’s roles and add new colleagues
You arrive on the Manage Colleagues page
Use the dropdown list in the Organisation column to assign organisation-level permissions. The options are:
Organisation Admin - they can edit every setting on your organisation’s account
Project Creator - they can create new projects but cannot edit every organisation-level setting
Organisation Member - they have read-only access to organisation content
There is a column for each project within your organisation. You can assign a project-level role to each user. The options are
Project Manager - they can edit every setting on that specific project
Project Reporter - the standard access level for someone who works on a project
Project Observer - they have read-only access to project content
Use the dropdown lists to assign roles to each user
Scroll to the bottom of the page and press the Save Changes button
You arrive on the View Colleagues page
