Edit roles of existing Users

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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 Guidance dashboard, click Settings.
    click_settings.png

  2. Click Teammates.
    click_teammates.png

  1. On the user profile, click the lock icon.
    db_users_lock

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

    Info:

    To know more about Whatfix User roles, see Whatfix User Roles.

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