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 example, a user can be an Admin in one department while being a Member in another.
Note:
- Department Admins can only change roles for members of their department.
- You cannot assign a department role to an Owner or Platform Member 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 Department admin
To change an existing user’s roles:
- Navigate to Settings --> Users.
- Click the name of the user you want to edit.
- If the user is currently a portal user, click Add role. Otherwise, skip this step.
- Use the fields under Permissions Roles to change the user’s roles.
- Click Save Changes.
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.