Change the Role Type for a User Account
Administration > Setup Users Accounts
There may be an instance in which you need to adjust permissions for a specific user and you can do that by changing the role type assigned to the user's account.
- If you change a user role type, use extreme caution as you may lose data if the new role type gives them less access than previously granted. In this instance, it is better to make a user account Inactive and create a new account with the new role type.
- Never change the role type for Global Admin, Reviewer, or Applicant users. In this instance always Inactivate the existing account and create a new account with the new role type.
To change the role type:
On the Setup Users Report page search for the user you want to edit. (Please see the Search for Existing User Accounts article for help with the search feature.) The Setup Users form will display. Click the Edit button for the applicant you need to edit.
Select the new Role Type for the user.
Click Save to record the changes and remain on the form or click Save & Exit to record the changes and return to the Setup Users Report page.
Click Cancel to clear all values from all fields. Click Exit to abandon any changes made and return to the Setup Users Report.