Change an Account Role

If you need to change a users role within your org, first, you will want to search for their member page by using your admin tool bar (gradient). 

Click the drop down arrow next to Add Note and select Edit.


Select the desired role and lick Update Membership


The account should now reflect the updated role that was selected.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.