How do I change a user's role?

There are different possibilities of roles for users created on our platform according to the needs of your company.

You can change these roles as needed to limit or add features and assignments.

To update a user's role, you must be an Account Administrator and follow the steps below:

  1. Access the Team tab;
  2. Click on the 3 dots in the Actions column in the desired user row;
  3. Select the Edit role option;
  4. Choose the new user role;
  5. Change the person responsible, group and/or location if necessary;
  6. Click Save Changes.

Important: It is not possible to change the role of an existing user to the Accountant type or edit the role of accountant users. For these types of updates, please contact our experts via the help desk.


Need help? Talk to us.

Chat in the Help Center or on our platform

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