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  • Directory Help Center
    • 🚀Getting started
      • Directory User Roles
      • Glossary
      • How do I set up my account?
      • How do I view my account information?
      • How to change the language of your Directory
      • How to contact Clinia's support team
      • Using the workspace switcher
      • What is the Directory?
    • 🔎Using the Directory
      • How to use the Directory
      • All about resources
        • Adding a new resource
        • How can I update a resource?
        • How to navigate health sectors and services within a resource
        • How to share a resource
        • What information is available about a resource
        • What is the physician's practice restriction warning?
        • Who can see a resource I added?
        • Read-only resources
      • Getting better search results
        • Consulting emergency room wait times or bed occupancy rates
        • How do I search for resources in a specific geographic location?
        • How to narrow search results for a targeted population segment
        • Looking up a practitioner or establishment
        • Resources offering online appointment booking
        • Searching for a facility by name
        • Searching for a specific service
        • Searching for professionals with the Health Sectors filter
        • Using query suggestions
        • Using search filters
        • What is the concept highlighting feature?
    • 👥Using the Administration portal
      • Adding a new user to your workspace
      • How to change a user's role
      • Managing access to the Administration portal
      • What is the Administration portal and who can access it?
    • ⚙️Troubleshooting
      • How to reset or update your password
      • I can't add a resource
      • I can't log into my account
      • I can't update a resource
      • Report inaccurate or missing information about a read-only resource
      • Why are some search filters disabled?
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  2. Using the Administration portal

How to change a user's role

Learn how to change a Directory user's role and its associated permissions.

Last updated 2 years ago

Only a Directory Administrator has access to this action.

Changing a user’s role will change the permissions granted to their account. For more information on the different roles available, .

To change a user’s role:

  1. In the Admin Portal, click on your organization’s name in the sidebar to the left and then select Users.

  2. Search for a user by typing their name or email address in the search bar. Once you find the targeted user, simply click on them to open their profile.

  3. In the Directory section, select the role you wish to assign to that user and click on the Save button in the bottom right corner.

  4. Note that before the change is saved, you will be prompted to confirm the changes you’ve made. You must click on the Change Permissions button to save your changes.

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