How do I change the type or access role of a user account?

1. Go into Community > People, search for the relevant account

 2. You will be taken to their profile page.

Under "Manage" on the right side of the screen, click on  Role 

3. The following pop-up will appear on the screen. You can select between "User" and "Customer". If the person associated with this account is not a member of your organisation, they should be set as "Customer".

4. If the person associated with this account is a member of your organisation (a member of staff, a mobile worker, a third-party contractor, etc), they should be set as "User". You will then need to assign them at least one Access Role to limit their system access appropriately.

Close the pop-up, and click on  Save  to apply the changes.