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Assigning an Admin Privileges Role to an Existing Member

This feature is available in all editions.

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Overview

Follow these steps to assign or change an existing member's Admin Privileges role (to increase or decrease their system access).

Steps

  1. Click Admin Admin.png > Members

  2. In the Members page, click Edit next to a member's name.

  3. In the Member Details window, select a role from the Admin Privileges drop-down list.
    Note: The "Team Member" role is recommended for most users, as it provides access the most commonly used areas of the system.

    Refer to Admin Privileges Role Summary and Descriptions for access level details.
  4. Click Save.

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