Modify a user's permissions by assigning different roles, according to the existing roles created in the application.
Table of Contents
1. Introduction
Those with administrator privileges can quickly and easily modify a user's access and permissions to different features of the application by changing their role. For example, if you want to grant admin permissions to a call-taker, you may change their role from "Call-taker" to "Admin". To create and edit roles and their permissions, or read more about different permissions which may be granted see Organization Settings - User Role View.
Having an account with admin role is typically required to access and work in the User View. If you need additional permission, contact your administrator.
2. Step-by-Step Guidance
To change a user's role to one that is already defined in the application:
- From the Corti Menu, go to the Organization Settings Module and select the Users View
- Find the user account to which you want to change the details.
Click on the menu in the top right corner of the concerned user (...) - Choose the Change Role option in the pop-up menu. This will open up a new pop-up with the user's current role
- Select the role you want to assign to the user from the drop-down menu.
- Click on Change Role to save the changes or close the pop-up to discard.
3. Further Reading
Organization Settings - User View
Organization Settings - User Role View
How to edit existing user details