How do I update a user's limits and permissions?

If a user already exists and want to amend their limits and permissions, you can do this within your account by assigning a new role.

Note - you must be a Corporate Super Administrator or have a custom role that allows you to create and manage users. If you cannot see the USERS tab in the left hand menu, you do not have the required permissions and will need to contact your account administrator.

1. Sign into your account and go to USERS. If the role you want to assign does not already exist, first create a new custom role.

2. Once ready, visit the Users tab at the top of the screen and locate the relevant person. Click to open the user details panel.

3. Press the Edit user button, at the top of the side-panel.

4. Click to delete the existing role.

5. Then press Assign a role to this user.

6. Choose accounts and permissions:

   • Select one or more corporate accounts to add the user to.
   • Choose the role you want to assign.
   • Select whether the user should have access to all accounts, or specific accounts.
   • Click Next.

7. When finished, click Confirm to save.