Different roles are available for your users to keep levels of access uniform across Projectmates. As their needs and permissions may vary between projects, this guide will show how to change the role assigned to your users.
To change a user's assigned role:
1. Access the Project Admin screen
- From inside a project, click the red gear icon on the right-hand side of the page to open Project Admin Settings.
Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.
2. Navigate to the "Users" screen
- Click on Users located at the top of the General section on the left.
3. Find the user you wish to change
- Access the user's profile by clicking on their name.
Helpful Hint: Use the search bar at the top of the screen to quickly and easily find a user.
4. Change the access
- Locate the Role dropdown menu at the bottom of the first section to make changes for this user.
Helpful Hint: After you've finished making your changes, be sure to hit the save button in the top right.
