Change a User's Role

User roles are set when adding or editing a user. By default, new users are added to teh program with the role of Evaluator, but that can easily be changed when necessary by a user with the appropriate permissions in the program. Users can be assigned roles in multiple units. An administrative user can assign a user a role lesser than or equal to their own in any unit in their administrative hierarchy. This article explains how to edit a user's role once they have been added to the program.

Users are managed from the Users & Units page

To access Users & Units, click "Manage" on your account dashboard and select "Users & Groups"

To access Users & Units, click "Manage" on your account dashboard and select "Users & Groups"

-Or- click "User & Group Management" in the right hand navigation bar that appears on most screens in the program

-Or- click "User & Group Management" in the right hand navigation bar that appears on most screens in the program

To assign a user a new unit and/or role:

Click the blue edit pencil in the same row as the user you want to edit

The "Edit User" window will open where you can add a new unit and/or role for the user

The "Edit User" window will open where you can add a new unit and/or role for the user

Select a unit from the dropdown list

Select a unit from the dropdown list

Select a role for the user in the unit

Select a role for the user in the unit

Click "Add"

Click "Add"

Repeat the process above to assign the user additional units and roles

Repeat the process above to assign the user additional units and roles

To change a user's existing unit or role:

Click the blue edit pencil in the same row as the user you want to edit

Delete the role you want to change by clicking the X

Delete the role you want to change by clicking the X

Select a new unit and role for the user and click "Add"

The user will be granted permissions for the unit and role you select.

Select a new unit and role for the user and click "Add"