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      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.