As an owner or an account administrator, you have the ability to efficiently manage the users within your account. This includes assigning them new roles and permissions, as well as removing or suspending them. This article will guide you through the necessary steps to perform these actions effectively.
For instructions on creating a new user, please consult this guide.
Change a user’s nickname or role
An Owner or Admin can change a user's role from the Users page in their account.
To change user’s nickname and user role, follow the steps:
Step 1. Navigate to 'Account' > 'User Management' > 'Users'
Step 2. Find the User > click on the horizontal ellipsis button > 'Edit user'
Step 3. Change the nickname if you wish and click 'Next'
Step 4. On this page, you can change the user's role. Note: only Owners can promote an existing user to become new owner by change their role to Owner role. For the remaining steps, please refer to Step 3 for adding new owner(s) in this guide
Step 5. Click 'Save changes'
Suspend/Unsuspend user
Owners and Admins can suspend or un-suspend account access to users at any time.
To Suspend/Unsuspend user in your account, follow the steps:
Step 1. Navigate to 'Account' > 'User Management' > 'Users'
Step 2. Find the User > click on the horizontal ellipsis button > click 'Suspend user' or 'Unsuspend user'
Note: No user can suspend or un-suspend themselves
Remove user
Owners and Admins can remove account access to users (non-account owners) at any time.
To remove a user from your account, follow the steps:
Step 1. Navigate to 'Account' > 'User Management' > 'Users'
Step 2. Find the User > click on the horizontal ellipsis button > click 'Remove user'
Note: No user can remove themselves
An email notification will notify that the user cannot access the account anymore.
Remove Owner
Only Owners can initiate the removal request of another Owner.
To initiate an Owner removal request from your account, follow the steps:
Step 1. Navigate to 'Account' > 'User Management' > 'Users'
Step 2. Find the User > click on the horizontal ellipsis button > click 'Edit user'
Step 3. Un-select the Owner role > select another role for this user > click 'Save changes'
Step 4. Double confirm the action on the confirmation box > click ‘Remove’.
Step 5. The Owner Removal Request will be sent out. Note: The Owner that is being removed will be asked to approve their owner removal request for their Owner role to be removed. Once the Owner who is being removed has confirmed their removal, an email update will be sent to existing owners that the owner role for that Owner has been removed.