You can change a user's role on the Users page. For more information on roles, see Roles and Tasks.
This procedure requires Owner or Administrator privileges.
- Sign in as described in Accessing the Client Portal and navigate to My Settings > Users & Roles > Users**.
The Users page appears.
- Tap the row of the user whose role you want to change.
The Edit user dialog box appears.
Tap the Select role drop-down list and select a different role.
The user's role is updated.
Updated 8 months ago
|Removing a User|