Assign User Role

Overview

This playbook covers how to assign a role to a user in Leadline.

Assigning a new role replaces any custom permissions that user has been individually granted.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 124 - User-Roles for more information on user roles and how they differ from individual user permissions.

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How Do I Assign a User Role?

There are two ways to open Change Role, depending on how many users you're updating. To change roles for multiple users at once, use the checkbox method. To change the role for a single user, use the Actions dropdown.

1. Navigate to Admin Hub > Users & Security. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. To update one or more users at once, select the checkbox next to each user you'd like to change, then click "Change Role" in the toolbar that appears. To update a single user, click "Actions" next to that user and select "Change Role" from the dropdown menu.
3. In the "Change Role" modal, a banner warns that assigning a new role will replace any custom permissions the user has. Select the new role from the Role dropdown, then click "Save."

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Users & Security section
124 - User-Roles — Learn about user roles and how they differ from individual user permissions
1116 - Configure-User-Roles — Instructions for configuring default permissions for each user role