Changing a User's Entry Point Memberships

User Management features are only available to Org Admins.

An Org Admin can change the entry points that a user is assigned to, as well as their role in each, whether the user is currently active or their invitation is still pending. This procedure allows the Org Admin to see and change all of a user's entry points without having to do so in each separate entry point.

To change a user's entry point membership: 

1. Click Administration at the top of the page, then click Users.

2. Select the Active users toggle, or the Invited users toggle, as applicable. 

   

   
   
3. Click the user you wish to edit.
4. Select or deselect the Entry Point Name(s) to which the user should be assigned.
5. Choose the appropriate Entry Point Role for each entry point (defaults to Contributor if no selection is made).
6. If necessary, change the organization role:
   • Normal - Permissions are restricted to the assigned entry point roles.
   • Org Admin - Full control of organization (invite users, create and manage entry points, view reports, and change settings for organization).
7. Click Update user (or Update invitation, as applicable).

Note An Entry Point Admin can make similar changes but only to the entry points they are admins for (add a member, remove a member, or change the member's role within that entry point).