Oplerra

Help Article

Change a user’s role (ADMIN / MANAGER / USER)

Update a user’s Role in Settings → User Roles, and know when you should change Seat (access level) instead.

Change a user’s role (ADMIN / MANAGER / USER)

In Settings → User Roles, there are two different controls that affect access:

  • Role (ADMIN / MANAGER / USER): a high-level user role used by some parts of the system to allow or block admin/manager actions.
  • Seat (Owner / Admin / Office / Creator / Field / Viewer / Client): the user’s access level preset for what they can do in the account.

If the user can’t do a normal day-to-day task, you usually need to change Seat, not Role.

When to use this

  • A person needs (or should not have) admin/manager-level actions that are controlled by Role.
  • You changed their seat and they still can’t access an admin/manager-only screen.

What you need first

  • You must have permission to manage users.

Steps

1. Open Settings → User Roles. 2. Find the user. 3. In the Role column, choose the new role:

  • USER: standard user.
  • MANAGER: elevated user role (limited admin-style actions).
  • ADMIN: highest user role (admin actions).

What happens next

  • Some admin/manager-only actions will allow or block immediately based on Role.

If it goes wrong

  • If Role changes didn’t fix it, check their seat: [Change a user’s access level (seat)](change-a-users-access-level-seat.md).
  • If the issue is sign-in setup (not access), use:
  • [Accept an invite and create a password](../../../account/shared/invites/accept-an-invite-and-create-a-password.md)
  • [Resend or replace an invite](resend-or-replace-an-expired-invite.md)