How to change a user's role
A user's role controls what they can see and do. You can change someone's role as their responsibilities change.
#When to use this
Use this when promoting someone, changing their responsibilities, or tightening their access.
#Step by step
1
Open the users area
Go to team or user management.
2
Select the person
Find the user whose role you want to change.
3
Assign the new role
Choose the appropriate role and save.
#Expected result
What you should see
The user's access immediately reflects the permissions of their new role.
#Common mistakes
- Granting an admin/CEO role when a narrower role would do.
- Changing roles without telling the person.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The new permissions are not applied | Ask the user to refresh or sign in again. |
#Best practices
- Follow least-privilege: give only the access the role requires.
- Review roles periodically.
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