Change Role of Entry Point Member

Note - Entry point membership features are only available to organization admins and entry point admins.

To change a member role:

  1. Click on Administration.
  2. Click Entry Points.
  3. Click the name of the entry point for which you want to change a member's role.
  4. Click Members from the left menu.
  5. Locate the desired user and click on the pull down menu in the Role column.
  6. Change to desired role:
    • Viewer - Can view approved changes.
    • Contributor - Can submit changes for approval.
    • Reporter - Can view reports.
    • Approver - Can approve submitted changes.
    • Admin - Full control of the entry point (add/remove members, rename entry point, etc.).