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Add or remove someone from a user role

As the Org Admin, you can assign or remove people in your organization from user roles.

Required permissions
Assign user roles

Tip!

The Basic User and Basic Plus User roles will be assigned to all new users in your organization by default, but you can change this. See Edit a user role for your organization

  1. Click the Setup button on the Module Menu, and under Configuration, click User Role Assignment.
  1. On the Organization tab, scroll to the user you want to assign to a role or remove from a role in the Users list.
  2. To assign the user to a role, select the checkbox for this user in the role column.
  3. To remove the user from a role, clear the checkbox for this user in the role column.
  4. Click the Save button.

Tip!

After you've changed a user's permissions, they may need to log out and log back in for the change to take effect. 

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