How to Edit User Roles in an Account as an Organizational Administrator [Step-by-step guide]

This article details how to edit users to change their roles under the hierarchy of an account in an organization as an organizational administrator.

NOTE: If you are an account administrator, refer to: How to Edit User Roles in an Account as an Account Administrator [Step-by-step guide]. To edit a user role within an organization, refer to How to Add Users to an Organization [Step-by-step guide]. For more details on the organizational structure, consult techTRACK Organizational Structure [Information].

To edit user roles in an account as an organizational administrator:

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. Press Edit for the desired account.

5. Click the Users tab.

6. Press Edit for the desired user.

7. Set the desired role.

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

8. 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.