Purpose
In this article, Allbound Administrator users will learn how to edit user roles across the platform.
Introduction
When a new user registers for Allbound, they are automatically registered as a Subscriber and assigned a Sales role with the primary company they are associated with based on their email address.
Changing a user's role in Allbound is a manual process; this is for security and permission reasons. If users have the ability to assign themselves higher roles when they sign up, then they could grant themselves higher security access to the portal.
Once a user is registered, only an existing Administrator user in Allbound may change their team's user role. The best method to do this is by bulk via the "Companies" table.
How to Change User Roles
1. Login to the Allbound platform
2. With your mouse, click on the Settings Gear icon in the top toolbar and then click on "Companies"
3. Search for and then click on your desired Company's blue name
4. Click on the "Members" tab and then click the checkboxes next to the user's names you wish to edit
5. Click on the "Bulk Actions..." drop-down menu, and then select the "Edit Selected Members" option, and then click the "Submit" button
6. A "Edit Members of (Company Name)" pop-up window will emerge. Within it, click on the drop-down menu in the Role column and choose the appropriate role for the user. Click the "Save" button when complete. Click the "X" button to close out of pop-up window
7. Repeat this process for other Companies and users
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles: