How to Change Units and Job Roles of a User

Aims:

By the end of this guide, you will be able to change the Units and Job Roles of a user.

Step by Step:

1. Navigate to Admin View by clicking on your profile image in the top right corner and click on ‘Switch to Admin View’. (This might not be available depending on your permissions)

1. Click on the Users tab in the top left-hand corner.

2. Search for the user via the search bar or the table below.

3. Select the user by clicking on the User ID. This will open a popup to the User Details.

4. Click on the Info Tab (you should already be here). Scroll Down until you see Units & Roles. Open it.

5. Here you will see the user's Primary Unit and other Units. Here you can switch the user's primary unit and add a user to other units. You can also change Job Roles.

6. Please note that Units and Job Roles are initially assigned to a user while Adding a New User to the system. They are changed using the Edit User option.