Who can manage roles

Owners can apply any role to other staff members. There must be at least one owner in your org.

Admins can promote other staff members to Admin or Provider, but can't promote/demote others to a Owner role.

Change a staff member's role

  1. Click Account in the navigation bar. Then select Staff in the menu. 
  2. Click the name of the staff member who's role you wish to change.
  3. Click the Edit button in the upper right of the roles list.
  4. Select the appropriate role(s) for the given staff member and select Save Changes to apply.


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