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

Awards & Activities, Comms Hub, Events, MIS, Portal, Sonar Tracker, Websites

Overview

This article explains how to update one or more existing, registered staff members' roles for a product, for example, from Partial Edit to Full Edit for Comms Hub through Portal.

Prerequisites

  • You must be an Account Owner or Account Admin.
  • To change a staff member's role, the staff member must have accepted their invitation to Portal / JoinUp.

Instructions

Follow these steps to change one or more staff members' roles for a product:

  1. Switch to Portal if you do not have it already open (for further information, see How do I switch between Juniper apps / products?).
  2. Select User Invitations:
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  3. Select Staff:
  4. Select Edit Roles:

  5. From Edit Role, select the Product that you want to update the users' roles for:

  6. Select the role that you want to assign to the user(s) from Assign Role:

  7. The Select Users pane updates to show a list of those users who are not currently assigned that role (users whose role is either higher or lower than the existing role. Select one or more users whose role you want to update:

  8. Select Save.

To change roles for multiple products or multiple roles for one product, repeat Steps 4 to 8 for each product or role.

Outcome

The role change will be made for the selected product for the selected user(s).

If you want to change the role for multiple products, you must repeat the above for each product

Related information

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