Adjust Role & Access

Overview

Before getting started, note that you need to have the approval system enabled before you can use role-based user access for template moderation.

Once you have enabled the approval system, you can add new users with 2 different roles: a) Account Admin & b) Account User. Under account admin, you will have Default Admin role and under account user, you will have the Default User role.

Where to Make Adjustments

In the event you need to adjust a system user's role and/or access, follow the instructions below:

1. Click the Settings tab in the bottom left-hand corner.

1. Click Accounts & Users. Then select Roles & Users

1. In the Roles & Users section, find the user you'd like to remove and select the three dots to the right of their name.

Adjust User Name/Role/Role Category

1. Once you've selected the three dots, click Edit.

2. Make the applicable changes to the appropriate fields.

3. Click Update Account to save your changes.

Adjust Analytics Access

1. Once you've selected the three dots, click either Assign or Remove Analytics.

   1. If assigning analytics, this will alert the user via email.