User permission levels Follow
At Ekata, we have 4 user permission levels:
Admins can manager users, update billing info, pull up reports, perform searches, and more.
Limited Admins have Admin privileges but cannot search and do not fill a user seat.
Users can perform searches and change their profile, but cannot access any admin tools.
Managers can search, and can manage users & pull reports for their assigned group(s).
One caveat: an admin user cannot reflexively change their own user permissions from Admin to Limited Admin. To do this, a second admin must change the first admin's permissions to Limited Admin.
Editing User Roles
To change the permission level of a given user, an account admin will need to go to the Manage Users page to change the "User Role" of that user.
In order to do this, the account admin will need to navigate to the Account Tools section of the tools.
Manage Users tab and move to the active users column.
From there, the admin will need to click Edit next to the user whose permission level they are looking to change. That will prompt a box, giving options for changing a user's role. In this case, we are switching User 1 from a User to an Admin:
After clicking Save, you should see your user's role has been changed.