Change a User's Role

Follow these steps to change a user's role in Service Hub.

You must be an ERP Admin, Company Admin, or Customer Admin to complete these steps.

Navigate to the Manage Users page.
Use the search bar to find the appropriate user by name or email.

Tip: Use the Filters to further refine your search by Role or Status.
Select the cell in the Site Access column for the user.
Select the new user role that you want to assign to the user.

A pop-up message displays to confirm that the user was updated successfully.

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