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Assign/Unassign a User's Role
Assign/Unassign a User's Role

How to give or remove roles for a user.

Written by Stephanie Kelley
Updated over a week ago

With this guide, you'll see how to quickly assign or unassign roles from a user. You may need to add or remove roles at any time based on your business needs, so these changes can be made at any time. If you haven't created roles yet, you can find a guide here.

Step-by-Step Guide

  • First, navigate to the Users screen.

    • If you have trouble locating this screen, please use the Search option on the menu bar.

  • Click on the name of an existing user or select the 3-Dot menu to find the Edit button.

  • The Edit User sidebar will open. Click on the Roles tab.

  • Select the role that you want to assign to the user using the checkbox next to it, then click the Assign button.

  • Likewise, if you need to unassign a role, select the checkbox next to the role that you want to unassign from the user, then click the Unassign button.

  • After you are done assigning or unassigning roles, complete the process by clicking Next until you reach the Save button.

  • You will receive a confirmation message once the update is confirmed.

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