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How to Add and Remove User Roles


This article demonstrates step-by-step instructions for How to Add or Remove User Roles.

Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:



Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Management Portal Login Form
Now, navigate to Organization > Users as shown in Exhibit 2a. Then, click the gear icon next to the user as shown in Exhibit 2b.
Phone directory tab
Navigate to Organization
Login Form
Click the Gear Icon

Manage Roles

Next, click Roles, and you can add/remove roles by turning them on or off and clicking Save on the top right when finished as shown in Exhibit 3.
Login Form
Add/Remove Role


Congratulations! You have now completed the "How-To Add and Remove User Roles" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.

Updated on September 18, 2019

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