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Upgrade an user to Admin

The Admin role has all the permissions that a Root user has, but with restrictions in subscription operations, upgrade or downgrade other user roles, folio configuration, users addition, invoice terms configuration and organization deletion.

To upgrade the role of an user go to the user details page, by clicking the user menu in the upper right corner and then click the Users item. Search and select the user you want to upgrade their role. This user must be active.

Click the Upgrate this user to Admin user button. A dialog will ask to confirm the operation.

Click the Promote button to confirm.

The new promoted user will need to log out and log in to see the changes.

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  • You need to have the Root role to upgrade or downgrade the role of users.
  • If you are a user with the Admin role, you will only be able to view the users and change their profiles.
  • Ordinary users do not have access to this page.