How to Add/Update User Roles and Permissions

Updated:

This article walks through how you can add or update user permissions in the Demandbase Platform. The ability to create users and add/update permissions is only available for users with the Administrator role for their account.

Step 1: Admin Mode

1.1. Enter Admin Mode by selecting the cogwheel located in the top right.

Screen_Shot_2018-06-21_at_9.44.50_AM.png

 

 1.2. To check if this user already exists, enter their email address in the search bar.

 1.3. Click "Edit" next to the user you would like to manage.
Screen_Shot_2018-07-09_at_9.50.36_AM.png

Step 2: Add or Remove an Available Role

2.1. Using the Role Descriptions as guidance, select the appropriate role for the user. Click the X next to the role to remove a role.

Screen_Shot_2018-06-21_at_9.57.23_AM.png

2.2. Click on the Save button when you're finished editing the user.

 

 

Was this article helpful?
0 out of 0 found this helpful