User Roles are a set of permissions that can be applied to multiple users to manage what they can do in your account. Roles are assigned as part of the process of adding a new user, but you can change the role of an existing user at any time.
For more information about User Roles and how they work, see Understanding User Roles.
Before you begin
To change user roles and user permissions, you must be an Administrator or be assigned a custom user role that has user management permissions.
Caution: Before changing a User Role, verify that the new permissions are suitable for all users with that role to prevent unintentionally granting or revoking access to features. See Checking the permissions included in a User Role if you're unsure how to check a User Role's permissions. |
Assigning a User Role
1. Go to Team
2. Select Users
3. Select the user you'd like to edit to open the configuration sidebar menu
4. In the User Roles drop-down menu, choose a new role for that user:
5. Select Save Changes to confirm your change
The user will be instantly granted the permissions given by the role.
Assigning a User Role to several users at once
1. Go to Team
2. Select Users
3. Use the checkboxes to the left of the user's name to select the users you'd like to include in your report—select the top checkbox to select all users at once:
4. Choose Change Role from the action menu
5. Choose a new role from the drop-down menu
6. Select Change Role to confirm your choice
The selected users will be instantly granted the permissions given by that role.