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:

Your role	Allowed role changes
Administrator	Can promote accounts to roles up to and including manager level (e.g. change a user account to a manager account). Can reduce other non-administrator accounts to a lesser role (e.g. change a manager account to a user account).
Manager	Can promote accounts to roles up to and including user level (e.g. change a read-only account to a user account). Can reduce other non-manager accounts to a lesser role (e.g. change a user account to a read-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.