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How to allocate User roles
How to allocate User roles

Users can be Full Users, Observers or Admin Users. Assign these roles via the Users page.

Carly Probert avatar
Written by Carly Probert
Updated over 2 months ago

In order to access the Users page, you must be an Admin user.


  1. Click the More option in the navigation and select Users from the drop-down menu.


2. Users are separated according to the following tabs at the top of the page: Full Users, Observers and Deleted.


3. To make a Full User an Observer, click the three dots to the right of the user's name. Then, select Convert to Observer.


Click Confirm to confirm your changes.

4. To make an Observer a Full User, complete the same steps above, but select Convert to Full User, and then Confirm.

5. To grant Admin permissions, click the dropdown list next to the user's name and check the Admin box.


Both Full Users and Observers can be Admin Users.


6. To delete a user, click the three dots to the right of their name and then click Delete User.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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