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
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Go to Contacts
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Open the Contacts section from the left-hand menu.
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On the Contacts list screen, you’ll see a Role column showing each contact’s assigned login role.
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If the Role field is blank, the contact does not currently have a login.
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Select the Contact
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Click on the contact’s name to open their profile.
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View the Linked User
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Click the View User button to open their login account details.
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Edit the User Role
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On the next screen, select Edit.
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From the Role Group dropdown, choose the new role for this contact.
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Available options:
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Student
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Trainer
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Org Rep
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Save Changes
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Click Save to apply the updated role.
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The new role will now appear in the Role column on the Contacts list.
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Notes
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If a contact has no linked user, no role will be displayed.
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You can only edit the role if the contact already has a login created.
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Updating the role will adjust their access permissions across the platform accordingly.
