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How to change someone's Role - new UI

Need to Update a User’s Access? Here’s How

Mike Patterson avatar
Written by Mike Patterson
Updated over 2 months ago

If you haven’t already, we recommend reading the Roles and Permissions Overview first.

Note: You must have either an Administrator, Board Secretary or Chair role yourself

To change someone’s access level (also known as their Role), follow these steps:

  1. Click on the People tab on the left-hand navigation

2. Click the three dots (more options icon) to the right of the person's name.

When the pop-up appears, you can:

  • Tick or untick the Board Member box.
    If selected, the person will:

    • Be listed as a Board Member on the agenda and minutes

    • Have voting rights

    • Gain access to confidential folders in Governance Documents.

Click Save Changes to apply the update.

Notes:

  • Level One access roles (Administrators, Chairs, and Board Secretaries) can change their access level to another Level One role.

  • If the person is online, they may need to refresh the page or log out and back in to see the changes.

  • A person cannot be assigned the role of Executive or Guest while also having the Board Member box ticked.

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