Changing a Management Team Member's Role

  1. Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu.


  1. Next, select "Management Team" from "Platform Settings"

3. Find the member of the management team from the list. There are a few ways to do this; you can utilize the search icon located in the upper right-hand corner of your screen and search for the team member's name.

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4. Additionally, you can narrow down your results by utilizing the filter boxes located at the top of your screen. You have the option to filter your search results based on various criteria such as status (active, inactive, or invited), company name, or management role.

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5. After you have successfully located the management team member, proceed to select the "eye" icon situated on the right-hand side of your screen.

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6.Upon selecting the "eye" icon, you will be able to access the management team member's profile details including their name and contact information.


7. Next, locate the three vertical dotted lines located at the upper right-hand corner of your screen. Using your mouse, click on the three vertical dotted lines.  Then select "Change User Role"


8. This will display the user's current role as well as allow you to select the new role from the drop down box

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9. Select the new role and then select confirm to save

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Mar 14, 2023

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