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Modify a User's Permissions
Modify a User's Permissions
Updated over a week ago
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This tutorial goes over how to modify the access and permissions of an existing user.

Things to Consider

  • This article goes over how to modify a user's permissions from their individual user profile.

  • On an individual user profile, you MUST be an Account Owner in order to..

    • modify a user's ability to invite new users to projects

    • remove projects from a user's current access list

    • modify a user's permission to automatically be granted to all current and future projects in an account

    • grant user access to additional projects

Important Things to Note

As mentioned above, only Account Owners can modify the permissions on a user's individual profile. Users with the permission to invite other users to projects cannot modify permissions here. However, they can add additional permissions to an already invited user by following the steps in Invite New Users.

For example, if user A is not initially granted the permission to invite new users, but then is re-invited and granted invite new user permissions during that workflow, user A will gain those permissions. If user A was initially granted the invite new users permission, then another user leaves the corresponding box unchecked during a subsequent invitation, user A will not lose those permissions.

Steps

  1. From any page in OnsiteIQ, click your initials in the lower left hand corner.

  2. From the pop up window that appears, click Users.

    • Note: This will automatically take you to a list of the users that have access to the projects that you also have access to.

      Screenshot 2023-11-03 at 10.10.16 AM.png

  3. Click on the entry of the user whose access you'd like to modify.

    • Note: This will open a drawer with the user's details.

  4. Click on the correlating Account Name dropdown in order to see the details of the user's project access.

    Screenshot 2023-11-03 at 10.13.13 AM.png

  5. Click Edit.

  6. If you are an Account Owner you can...

    • Grant them the ability to invite other users to the projects they have access to

    • Add additional projects to their current access list

    • Deselect projects from their current access list

    • Remove them entirely from the account and the projects within by clicking Remove from Account

    • Add additional projects to their current access list

  7. Click Save.

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