This article explains how an Admin can manage their Users' permission levels.
New Users are automatically granted the base permission level of "Verified User" however you may want to leverage one of our speciality permissions or grant them Admin access. We'll explain how to do that here.
The permission levels available in descending order are:
- Admin (which includes all below capabilities)
- Community Admin (includes: Service provider, fellow, verified user, SubMap manager, and Guide manager)
- Case Manager
- Service Provider
- SubMap Manager
- Guide Manager (A Verified User with the singular addition of the ability to create and manage Guides)
- Fellow (This isn't leveraged currently, so its a great option for a unique use case as there aren't any special permissions associated other than the pages you may make available below)
- Company Partner
- Verified User (the primary / basic user type who has signed up for an account)
1. From the User Menu, click on Data Management
2. Click on Users & Permissions
3. Find the user you want to update permissions for and click on the 3 stacked dots on the user you wish to edit
Note that if you have a lot of Users, the search functionality can be super helpful to find the exact User you're looking for.
4. Click on Change Permissions
5. Select what access level the user should have using the dropdown. You can use this same process to "demote" a user as well.
6. Click on Change User Permissions to save!
