Manage User Roles

What role/s can do this? Partner admin

Roles need to be assigned to users in order for them to access the portal and use the available features. This is done whilst a user is created and can be updated when needed to suit changing needs.

View a user’s roles #

You can view what roles have been assigned to a user when viewing user details.

1. Navigate to Users & Roles → Users
2. Locate the relevant user
3. Click Detail in the actions column
4. Select the Roles tab

The portal displays any roles associated with the user.

Edit a user role #

If needed you can change a user role or assign additional roles which the user will be able to swap between on the relevant portal. Any roles that are already assigned are highlighted in purple.

1. Navigate to Users & Roles → Users
2. Locate the relevant user
3. Click Detail in the actions column
4. Locate User Roles in the Edit tab
5. Select the relevant role/s by clicking the role in the table
6. Click Update User

The role/s will be assigned to the user.

Note: If you want to unassign a role, unselect it and update the user. Please note they may lose access to some functionality.

Assigning Roles #

To assign a role you must also have had the role assigned to you. For example, to assign a customer admin role to a user, you also need that role to have been assigned to you. If you are responsible for managing roles and can’t see the role you need to assign, please speak with your service provider.

Useful Resources #

• Create a Partner user
• Create a Customer user