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How To Edit Or Remove a User's Permissions

In this article, you will learn how to edit an existing user's permission type on their account(s)

Updated over a month ago
  1. Navigate to the Account Settings page by clicking on your name in the top right corner

  2. Select the Users tab on on the Accounts, Users & Entities table

  3. Each line item on this table contains a user, and that user's permission type on a specific account. Identify the user/account relationship you would like to edit

  4. Select the Pencil icon on the right side of the table, under the 'Actions' column

  5. In the Edit User Permissions pop-up, select either 'Update Role' or 'Remove Access'

    1. If you select 'Update Role', select the new role from the 'New Role' dropdown on the right

    2. After making your selections, you can select 'Apply these changes to all of [user]'s accounts' to apply the change to all user/account relationships

  6. Click Save

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