Skip to main content

Change user role and permissions in the Dashboard

To change the User permissions in the Dashboard, verify you are an account administrator (Administrator Owner or Administrator or IAM Admin) and execute the following steps:

  1. Login to the Dashboard.
  2. Navigate to the Team tab and select User Permissions.
  3. Optionally, click View all roles to expand the role list and see the Custom and Pre-defined roles.
  4. To create a new role, click the New role button. Alternatively, click on an existing role to edit its permissions.
  5. In the user list, select a user to open the details window.
  6. Use the Role drop-down to update a user's role.
  7. Tick or untick the Legal entities you want the user to have access to.
  8. Click the Save button to confirm.

Fore more details, visit the User permissions page in the Documentation website. This page includes information about all the pre-defined Dashboard role types and a table comparing the permissions for each role.

Was this article helpful?
Copy Link Share via email

Articles in this section