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Change roles of existing users
  • 16 Feb 2024
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Change roles of existing users

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Article Summary

Note

Only an Account Manager can perform the following task. For more information about available user roles, see Whatfix User Roles.

Use the following steps to change the role of a user:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Teammates.
    Desktop_db_click_teammates_01

  1. Click the lock icon on the user profile.
    desktop_click_lock_icon

  2. Select a role from the dropdown to change the user role.
    desktop_user_roles_choose


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Changing your password will log you out immediately. Use the new password to log back in.
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