Updating the role for an existing user account
Introduction
When a new user account is created, assigning them a role is part of the initial account creation process. If you are a user with an administrator or manager role, you can change the role(s) for an existing user account - the following rules apply:
Administrator
Can promote accounts to roles up to and including
manager
level (e.g. change auser
account to amanager
account).Can reduce other non-administrator accounts to a lesser role (e.g. change a
manager
account to auser
account).
Manager
Can promote accounts to roles up to and including
user
level (e.g. change aread-only
account to auser
account).Can reduce other non-manager accounts to a lesser role (e.g. change a
user
account to aread-only
account).
For more information please see our Roles & permissions summary page.
The steps
Step 1 Access the user list for your company profile.
Step 2 Move down to the extra section - you'll see a [company] users tab showing all existing user accounts. At a glance you can see each user's name, email address and role - click the name of the user that you want to update:

Step 3 Move down to the roles tab and assign (and/or remove) roles as needed using the appropriate assign role / remove role buttons:

The role associated with a user determines the level of access that they have within the Patchworks dashboard - for more information please see our Roles & permissions summary page.
Step 4 Save changes.
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