Change a User’s Role

You can promote a User to Admin or demote an Admin to User at any time. Role changes take effect immediately — no additional save step is required.

Type the user’s name in the search bar to filter the list and quickly find the user whose role you wish to change.

Click on the correct user row from the filtered results to bring their record into focus before making role changes.

Click the Role dropdown in the user’s row to reveal the available role options. The current assignment is shown as the selected value.

The dropdown expands, displaying both Admin and User options. The currently assigned role is highlighted for reference.

Click User (or Admin as needed) to select the new role. The system will immediately begin applying the change.

The Role field briefly shows Updating… while the system processes the change. Do not navigate away during this moment.

A green confirmation banner reading User role updated appears, and the Role column now reflects the newly assigned role.

The Role badge in the user’s row now displays the new assignment. The change is live immediately.

Promoting a User to Admin

Click the Role dropdown once more to make a further adjustment.

Click Admin in the dropdown to promote the user. Admin access grants the ability to invite users, change roles, and manage the organisation.

The Role field displays Updating… while the promotion is processed. The table refreshes automatically once complete.

The Role column now shows Admin for the selected user. The change takes effect immediately.