Portal: How do I change a staff member’s role?

Overview

This article explains how to update an existing, registered, staff member's role, for example, from Full Read Only to Full Edit through Portal.

Prerequisites

You must be an administrator.

Instructions

Follow these steps to change a staff member's role:

Switch to Portal if you do not have it already open (for further information, see How do I switch between Juniper apps / products?).
Select User Invitations:
Select Staff:
Locate the staff member whose role you want to change:
Select the vertical ellipsis next to the staff member's permission in Roles:
Select Edit Role from the menu:
From Edit Role:
1. Select the staff member's new role (see MIS: What permissions does each role have? for guidance on roles).
2. Ensure that the correct staff member has been selected.
3. Select Save.