Edit Users

To change a User’s permission capabilities:

1. Go to Profile menu > Company Users > Users > Actions > Edit Role for the specified User.
2. Assign a new User Role from the drop-down menu.
3. Check the permissions with View Permissions. Press the + sign to expand the permissions set for a particular section for a more granular view. Select Close. 

4. Click Accept.

   
   

Note: The permissions for the Admin role cannot be edited.

You can also assign specific permissions to a User Role.

1. Go to Profile menu > Company Users > Permission Policies > Actions > Edit for the specified User > Permissions
2. Click on the Permissions and select the desired permissions

3. Click Save

   
   

Note: The permissions for the Admin role cannot be edited.

Disclaimer: The permission demonstrated above is just for showcasing purposes.