Overview
As an Owner or Department Admin, you can change a Tropic user’s roles and assign multiple department roles, such as Department Admin or Department Member. This flexibility allows users to have different permissions across departments. For most users who need platform access, Standard User is the recommended default role.
Standard Users can also be assigned department roles. However, visibility remains limited to their own requests and contracts.
View-Only Users cannot modify data or complete actions and are typically used for auditors or stakeholders who need read-only access.
For example, a user can be an Admin in one department while being a Member in another.
Notes:
- Department Admins can only change roles for members of their department.
- You cannot assign a department role to an Owner or Platform Manager as they have access to information for all departments in Tropic.
How to Change a User’s Roles
Requires one of the following roles: Owner or Department admin
To change an existing user’s roles:
- Navigate to Settings --> Users.
- Click the name of the user you want to edit.
- Click the dropdown under Role or click Remove all roles
- Use the fields under Permissions Roles to change the user’s roles.
- Click Save Changes.
Bulk Edit User Roles
Requires one of the following roles: Owner or Department Admin
To update roles for multiple users at once:
- Navigate to Settings → Users.
- Select the checkboxes next to the users you want to update.
- Click Bulk Edit.
- Choose the new role or department access.
- Click Review Changes.
- Click Confirm.
Department Admins can only bulk edit users within their department.
Best Practices
- Audit Roles Regularly: Review user roles periodically to ensure they align with current responsibilities and departmental changes.
- Use Clear Role Assignments: Clearly define roles to prevent unnecessary access and maintain security within departments.
Additional Resources
For more information about our training guides and documentations, please visit our Help Center.