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Manage user roles

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Summary

Learn how to change a user's role in MindBridge


Understanding system roles

MindBridge currently has 4 roles at the tenant level.

  • App Admin
  • User Admin
  • Organization Creator
  • User
  • Client*

See our article on user roles available in MindBridge for more information.

*Note: The "Client" role cannot be manually assigned. MindBridge automatically assigns the Client role to those who have been invited to connect through a direct connector. Once the client activates their account, they can only the page that allows them to set up the data source.

Configuration 

You must be an App Admin or User Admin to change a user's role.


Go to Admin settings

  1. Open the MindBridge sidebar ( Sidebar open-close icon.svg ).
  2. Select the Admin icon ( Admin icon.svg ).
  3. Select the User management tab.
    You will go the User Management tab on the Admin page.


Change a user's role

  1. Open the Actions menu in line with the desired user’s name and email address.
  2. Select Edit role.
    A pop-up window appears.
  3. Select the System role you want to assign to the user:
  • User
  • Organization Creator
  • User Admin
  • App Admin
  • Once the user is assigned a system role, Save your changes.
     You will return to the User management tab.
  • Note: User Admins cannot add, edit, or disable App Admin accounts.

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