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How to Change User Access

You can change user access to different levels, depending on your requirements

  1. Head to the settings gear icon in the top-right and click User Access.

  2. To the right of the User name there are two icons 


  3. Select the edit icon.


  4. Use the drop down arrow to view the available roles

    Role Descriptions

    • Owner: Can add or remove other owners.
    • Administrator: Can add or remove other administrators.
    • Editor: Cannot view or manage User Access settings.
    • Viewer: Has read-only access and cannot edit, update, delete, or save records.


  5. Save All