Admin Guide: How to Update a User's Role

Charlie Reed
Charlie Reed

All Upswing users have roles assigned to their accounts that determine the views and functions that user is able to access within their account. A few examples of roles include student, tutor, administrator, and more. If a user has the incorrect role assigned to their account, you can easily change the role on their account as an administrator. This guide provides step-by-step instructions on how to correctly update a user's role within your admin dashboard.

How to Update a User's Role within the Admin Dashboard

  1. Access the 'User Administration' Tab in the Admin Dashboard.

    After logging into the Admin Dashboard, click on 'User Administration' from the left-hand menu. Once here, make sure you have 'Users' selected in the drop-down menu below 'Select Admin Functions View:'.
    add new user - sso - access user admin.png

  2. Search For the User.

    In the 'User List' table, search for the user to locate their account. 
    add new user - sso - search for user.png

  3. Edit the User's Role.

    Click on the yellow pencil icon next to user's role to change the role on their account.
    add new user - sso - click pencil to edit role.png

  4. Select the Correct Role.

    A pop-up window should open, prompting you to provide the user's new role. In the drop-down menu next to 'New Role', select the role you'd like this user to have.
    add new user - sso - select correct role.png

  5. Click 'Change Role'.

    Once you've selected the correct role for the user, click on the green 'Change Role' button to assign the role to the user.
    add new user - sso - click change role.png

  6. Success! 

    You should now see the correct role associated with the user! The user can now log into Upswing with the role you've assigned to them. 
    add new user - sso - success.png

 

If you have any questions, please feel free to reach out to Support using this form -- we're happy to help!

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