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How to Edit a User's Role

Learn where you can update a users role and where to search recent changes and activity.

Written by Paige Horn

To edit a user's role, you will need to click on:

This process is specifically for building-level role assignments and does not apply to Global Admin roles.

  • Click Users > All Users

  • Search the user's name

  • Click on the user's name:

  • Scroll down to the Location Access section

  • Locate the correct building

  • Click Actions

  • Click Edit

  • Click the drop down box under "Role"

  • Select the appropriate role to assign

  • Click Save

If you need more information on tiered admin roles and their abilities, please refer to this article here. Only a current Global Admin can assign or change a user’s role to Admin or Global Admin. Support cannot make this change without written authorization from a Global Admin. When a user’s role is changed, they will receive an automated email notification if Dashboard Access is enabled for that role.

Note: All changes made to user roles will reflect under the user's Audit Log as "Updated User (Name)".

You can find the user profile Audit Log at the bottom of the page.

If you encounter issues with role assignments, ensure all required fields in the Assign Role form are completed. Additionally, review integration rule conditions to identify criteria that may inadvertently match affected users.

Another area to locate the user role change that was made is via the building Audit Logs by accessing Activity > Audit Logs

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