Allocating And Removing Job Roles From Users
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
Account owners and admins can allocate job roles to other admins and users. For admins in Enterprise accounts, this right may be disabled.
After you create job roles, you can allocate them to users. Job role information will be visible in their profile.
Note
You can allocate job roles to all types of users, including Collaborators, Contributors, and Viewers.
Each user can only have one job role allocated to them.
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Click on your profile picture in the sidebar 1.
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Select Settings 2 from the drop-down menu.
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Click Users 3 under Account management in the left panel.
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Click on the name of the user you want to assign a job role to from table 4.
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In the panel that slides out to the right, scroll down and click Edit settings 5.
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In the pop-up that arises, click on the current job role 6 under the Job Role section.
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Select one of the roles for the user from the drop-down menu 7.
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Click Save changes 8.
The job role is now allocated to the user, and you can see it in the user’s personal profile and in the Job Role column in the User Management.
You can always remove job roles from users. To do so, select None in the drop-down menu on Step 7 described above.
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Click on your profile picture in the sidebar 1.
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Select Settings 2 from the drop-down menu.
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Click Users 3 under Account management in the left panel.
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Check the boxes next to users whose job roles you want to change 4.
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In the menu that appears on the right, select Update job role 5.
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Select a job role 6 from the drop-down menu to allocate it to the user or select None to remove existing roles.
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Click Update 7.
The job role is successfully allocated or removed from all users that you selected.