Changing a User's Role

Administrators can change any user's role.

If you're not an Administrator, you can update your own profile from My Profile.

To update a user's role:

1. Click on your initials in the top right corner of the portal window, then choose Account Settings.

   

2. Go to the Manage Users tab in the Settings area. This opens a list of all current users in your partner account.
3. Click on the required user, to open their entry for edit.

4. Assign the required role by selecting it in the Roles field.

   The field may have a different name in your form.

5. Click Save.