Change User's Entry Point Membership

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

To change a user's entry point membership: 

  1. Click the Administration tab.
  2. Click Users.
  3. Confirm the Active users toggle is selected.
  4. Click the user you wish to edit.
  5. Select/De-select Entry Point Name(s) to which users will be assigned.
  6. Choose appropriate Entry Point Role(s) (field will default to Contributor if no selection is made).
  7. Click Update user.
  8. A confirmation bar will appear confirming that the user's entry point membership has been updated.

There are also two types of Organization Roles near the bottom:

    1. Normal - Permissions are restricted to the assigned entry point roles.
    2. Org Admin - Full control of organization (invite users, create and manage entry points, view reports, and change settings for organization).

You can also learn how to  Add or Remove Entry Point members.

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