How to edit a user role on COMPASS | Bespoke Metrics Help Center

Managing user roles is an important aspect of maintaining access control and ensuring proper permissions on the COMPASS platform. This knowledge-based article provides clear instructions on how to change user roles on COMPASS. By following these steps, users with Admin access can effectively modify the roles of individuals within their organization, granting them appropriate access levels and permissions.

To change user roles on COMPASS, start by logging in to the platform using your valid credentials. Once logged in, locate the drop-down menu on the top bar of the platform's interface.

From the drop-down menu, select "Company Directory." This will direct you to the directory section where you can view a list of users associated with your COMPASS account.

Screenshot of: Click "Manage your company details, offices and employees"

Within the directory section, find the person whose role you want to change and click on the drop down arrow next to their name. A menu will appear with various options.

From the available options, choose "Edit" to modify the user's role. COMPASS offers different types of roles, including Admin user, Bid user, Prequal user and Prequal User (Non-Finance). Each role grants specific access and permissions on the platform.

Select the desired role for the user, ensuring that you make the appropriate selection based on their responsibilities and requirements. Once you have chosen the new role, click on the "Update" button at the bottom of the pop-up window to save the changes to the user's role.

The system will update the user's role accordingly, granting them the new access level and permissions associated with the selected role. It is important to review and confirm the changes before proceeding to ensure accuracy.

Conclusion:

Changing user roles on COMPASS is a vital function for maintaining access control and managing permissions within your organization. This knowledge-based article has provided step-by-step instructions on how to change user roles on COMPASS, allowing users with Admin access to modify roles based on the specific needs of individuals. By following these instructions, you can effectively manage user roles, ensuring that users have the appropriate access levels and permissions to perform their tasks on the COMPASS platform. Properly assigning and updating user roles contributes to a secure and efficient workflow within your organization.