How do I change a user's role?

Admins can change anyone’s role from Settings → User Management. Open the user’s menu, pick a new role and click Update.

Steps

1. Click Settings in the sidebar to open User Management.
2. Find the person. You can use the search box (“Search by name or email…”) or the All Roles filter.
3. Click the ⋮ button on their row. The Manage User window opens.
4. Under Role, choose Admin, Editor or Viewer.
5. Click Update.

Good to know

• The change only applies to the company you’re working in right now.
• The change is recorded in the Audit Logs as a role change.
• Be careful when you change your own role. If you’re the only Admin and you change yourself to Editor or Viewer, nobody will be able to open Settings. If that happens, email hello@workhubsuite.com.