Change the Role of an Account

If you have the Site Administrator role, you can change the role of the Customer Portal accounts of other users in your site. For example, this may be needed if you are going on leave.

The role can only be changed if the account is active. See Manage Account Activation.

To change the role of another user's account in your site:

  1. Log into the Customer Portal as a Site Administrator. See Account Roles.
  2. Click your name in the top-right corner of the Customer Portal and select Site Settings from the menu.

    The Users tab displays by default.

  3. To limit the list of users, enter all or part of a NAME or EMAIL address and click Apply filters.
  4. Click the ellipsis (...) for the user's account and select Make Admin or Revoke Admin as required from the menu.
  5. Confirm the change.