If a person with a login has a position change, administrators may need to add or remove certain roles attached to their login for accessibility and security purposes.
To edit an existing login's roles,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Logins” under the Admin section.
3. Find the login you want to change and click the pencil icon to the right to open it for editing.
4. Select and deselect roles as needed.
- If a person is given an administrator role, they have all permissions related to that area of the software and do not need any additional roles.
- If a person is given no roles for an area of software, they will not have that area available to them on the navigation bar.
5. Click "Save" to save your changes.