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How to change a user’s role/permissions?

Updating roles allows you to adjust what each user can see and do as your team evolves.

Using the Web Version

Role and permission changes are managed through the web platform.

To update a user’s role:

  • Go to the Employees Overview
  • Open the employee’s profile you want to update
  • Change their assigned role (e.g., Employee, Manager, Admin, or custom role)
  • Save the changes

To update a multiple user’s role:

  • Go to the Employees Overview
  • Select the required employees
  • Click on Bulk action 
  • Choose assign to role 
  • Choose the role
  • Click confirm
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