How to Edit User Roles in an Organization [Step-by-Step Guide]

This article details how to edit users to change their roles under the hierarchy of an organization.

NOTE: If you would like to edit a user role in an account within an organization, refer to How to Edit User Roles in an Account as an Organizational Administrator [Step-by-step guide]. To learn more about techTRACK's organizational and user structure, refer to techTRACK Organizational Structure [Information].

To edit user roles in an organization:

1. Click Organizations from the left menu under the System section.

2. Find the desired organization using the search box.

3. View the desired organization details by pressing View.

4. Click the Users tab.

5. Press Edit for the desired user.

6. Set the desired role.

NOTE: To learn more about the available organizational user roles, refer to: techTRACK User Permissions Structure [Information].

7. Press Save.

Once saved, the changes are applied immediately. The user must log in again to view the updated interface.

To learn more about what you can do next, refer to the Organization folder in our knowledge base.