Change role

Has a user finished their program or do they need to receive a new role? If so, change the role. To change an account's role, follow these steps:

1. Navigate to User Management
   
2. Search through All Users in this organization for the user whose role you want to change
   
3. Choose Change role
   
4. Select the appropriate role for the different types of portfolios that (may) be active in your organization

Updated on: 25/04/2025