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Version: 3.1

How to change the role of a user in an organization

Overview​

This flow describes how to change the role of a member of an organization, and how to remove that member. The role decides what the member can do in the organization and in every organization below it.

Pre-requisites​

  • The user is already a member of the organization.
  • The new role is within your own role in that organization. You cannot give more access than you hold.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can View OrganizationsOpen the organization.
Can List Users in an OrganizationsSee the members of the organization.
Can Manage Users in an OrganizationChange the role of a member, and remove a member.

Steps​

1. Open the members list​

Open the organization, then select Users. Care shows the members of the organization.

2. Open the member​

Find the member that you want to change. Select Edit Role. Care opens the Edit User Role panel and shows the Current Role of the member.

3. Select the new role​

Select the role in Select New Role.

ComponentsWhat it captures
Current RoleThe role that the member holds now.
Select New RoleThe role that the member holds after you save.

Select Update Role. Care saves the new role.

4. Remove the member​

To take away the access of the member, select Remove User in the same panel. Care asks you to confirm the action in the Remove User from Organization dialog. Select Remove.

Expected Outcome​

  • The member holds the new role, and the members list shows it.
  • The access of the member changes at once in this organization and in every organization below it.
  • If you removed the member, the user is no longer in the members list, and the account stays in Care.

Concepts:

Flows: