Changing the Role of a User

Overview

You may need to assign another role to a user when they move to another team or need access to specific features of Field Force Manager (e.g., reports, alerts, forms, etc.).

Prerequisites

You need to have an account with Company Administrator, Super User role, or a custom role with rights to edit users.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Administration > Users.
   
   
   
   
3. Click on the user you want to modify and select Edit User.
   
   
   
   
4. Select the required security role from the drop-down menu.
   Note: Make sure that the new security role provides access to the group to which the user is assigned;  otherwise, the user won't be able to log in to the web portal. For more information, refer to the article Error: "You have been logged out because you are not authorized to access the requested page".
   You can also create a new security role.
   
   
   
   
5. Click Save & Close.

Testing

Ask the user to log in to the Field Force Manager web portal - they should have access to the features available to the new security role.

If needed, you can create a test user with the selected security role and log in to the web portal using their account.

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