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Contacts | Editing a contacts user level eg Student or Org Rep

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Changing an invited contacts user group

  1. login as admin

  2. Open contacts

  3. Filter down to the applicable contact (while staying on the contacts list screen)

  4. Review the ‘role’ column of the contact - this will display the user access granted

  5. Select the contact

    Screenshot 2024-10-29 at 14.47.05.png

    Review the Role column

  6. Navigate to the ‘View contacts user’ and select the button

  7. On the next screen select ‘Edit’ button

  8. Screenshot 2024-10-29 at 14.47.50.png

    Edit the group ID

    Within the popup, select Group ID applicable to the contact + save.

Outcome:

Once the contact refreshes their screen or logs back in again, they will have the latest access.

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