💡 Note! This page is accessible to Global Admin only.
Start by clicking Settings in the main sidebar:
and selecting the Account scope in the top-right corner. Then, select the Users tab from the side menu.
Scroll through the list shown or use the search function to find the user whose permissions you want to change. Click on their name to open their profile.
In the user's profile, go to the Permissions tab.
Under the heading "Set User Permissions", click the "User Role" dropdown. A list of 4 possible roles will appear, each with a short explanation:
Team Member - Limited visibility to assigned tasks only
Manager - Property-wide visibility, can manage workflows
Property Admin - Full control over assigned properties, can manage users and configure property settings
Global Admin - Full account access across all properties; permissions are fixed and cannot be modified
Select the desired role from the list. A window titled "Change Role" will open, showing a side-by-side comparison of the current role and the newly selected role, including an explanation of the difference between them. If you want to proceed, click "Confirm Change".
After confirming, a success message will appear: "User role changed successfully". The detailed permissions list shown below - grouped by area such as Work Orders and Tasks - will update automatically according to the newly selected role.
To view the history of changes made to the user's permissions, click "View Log" next to "Permission Activity".
That's it! You've successfully changed the role and permissions for the user.
Thank you for reading! If you need more help, feel free to reach out to our customer support.