Change a teammate's role

Promote a standard user to admin (or demote an admin to standard user) from the users list. The change takes effect immediately.

What you'll need

• An admin account at this practice.

Steps

1. Go to Setup → Users.
2. Find the teammate's row (not a pending invite — those can't have their role changed; cancel and re-invite if needed).
3. Click the edit (pencil) icon at the end of the row.
4. The Edit User dialog opens. The email is shown as read-only.
5. Change Role to Admin or User. The dialog shows a description so you can confirm what the role allows.
6. Click Update User.

What changes immediately

• If you've promoted them: they now see Setup → Users and Setup → Integration.
• If you've demoted them: those menus disappear from their sidebar at the next page load.

Tips & things to watch for

• A practice should always have at least one admin. The portal doesn't currently stop you demoting your last admin — be careful not to lock everyone out of admin features.
• Roles are per-practice. Changing someone's role at this practice doesn't affect their role at other practices.
• This dialog can also edit pending users you've already invited (the invitation can be re-aimed at a different role). For active pending invitations though, the cleanest pattern is cancel and re-invite.

Related articles

• Admin vs standard user — what each can do
• Invite a teammate to the portal
• Remove a teammate's access