Goal:
- Update or change the role of an existing user.
Steps:
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Navigate to Settings from the left-hand navigation bar.
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Select Manage Users under the Setup & Manage.
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Type the user's name into the search field.
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Open the user's profile by clicking on the search result.
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Navigate to the Roles & Permissions tab on the user's profile page.
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Select Switch Role to change the user's role.
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Select the new role you would like to assign to this user.
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Select the Apply Role once done.
Additional Information:
- Remember to assign the user's Location Access for each Permission within the new Role. See How to Adjust a User's Location Access for further info.