Admin | Editing a Contact’s Login Role

Overview

Each contact in your system can have a login role, which determines the type of access they have when logging into your platform (e.g. Student, Trainer, or Org rep).
If a contact’s role changes over time (for example, from Org Rep to Student), admins can update this directly from the Contacts area.

Steps to Edit a Contact’s Role

1. Go to Contacts

   • Open the Contacts section from the left-hand menu.

   • On the Contacts list screen, you’ll see a Role column showing each contact’s assigned login role.

   • If the Role field is blank, the contact does not currently have a login.

2. Select the Contact

   • Click on the contact’s name to open their profile.

3. View the Linked User

   • Click the View User button to open their login account details.

4. Edit the User Role

   • On the next screen, select Edit.

   • From the Role Group dropdown, choose the new role for this contact.

     • Available options:

       • Student

       • Trainer

       • Org Rep

5. Save Changes

   • Click Save to apply the updated role.

   • The new role will now appear in the Role column on the Contacts list.

Notes

• If a contact has no linked user, no role will be displayed.

• You can only edit the role if the contact already has a login created.

• Updating the role will adjust their access permissions across the platform accordingly.