How to Add/Update User Roles and Permissions


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.



 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.

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.


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



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