How do I update a User’s Permission Level?

How to change a Top Level User to a Group User

To change a user’s access from top level to group level, follow these steps:

• Click the Settings icon.
• Use the Filters to find the user by Email, First name, Last name, Status, or Role.
• Click on the selected user.
• Click the Edit (pencil) icon.
• In the Top Level Access field, click the drop-down menu and select NONE.
• Click the Save icon.
• A new section titled Add User to Group will appear.
• In the Group field, click the drop-down menu and select the appropriate group.
• In the Permission field, choose one of the following from the drop-down menu: Full, View, or Sender.
• Click Add User

How to change a Group User to Top Level Access

To change a user's access from group level to top level, follow these steps:

• Click the Settings icon.
• Search for the user by Email, First name, Last name, Status, or Role
• Click on the selected user.
• In the Group Access section, click the minus sign (–) icon to remove the user from the group.
• Click the Edit (pencil) icon.
• In the Top Level Access field, choose one of the following from the drop-down menu: Full, View, or Send
• Click the Save icon to apply changes.

For more details on permission types, please refer to this article: 🔗 How do I restrict access?