Users can hold multiple roles within a Hierarchy. For example, a User can be a Viewer at the top level of the Hierarchy to see all the workspaces, an Administrator of a regional Sub-folder, and an Editor for Activity Plans. Editing User Roles allows you to control who has what permissions at different levels of the Hierarchy.
- On the Home tab, in the Manage Users column, click the Edit hyperlink in line with the Folder, Sub-folder or Activity Plan where you would like to adjust the User's Role
Note: If you would like to change a User's Role for the entire application you will need to make the change at the Folder, Sub-folder or Activity Plan they were invited to. If you change a User's Role at a lower level of the Hierarchy that role assigned at the upper level will remain.
- On the Share With tab, click on the role drop-down menu in line with the user's name
Note: You cannot change the Owner’s role. Contact Allocadia Support for changing Owners.
- Select the new role that you would like the user to hold
Tip: If you are editing a User Role at the Folder or Sub-folder, define if you would like the changes to apply to all Sub-folders and Activity Plans within the selected Folder or Sub-folder.