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Manage user roles

  • Updated

Summary

MindBridge offers a variety of user roles with different capabilities and permissions, which can be updated as needed. Review our article on the various user roles available in MindBridge for more information on each system-level role below:

  • User
  • Organization Creator
  • User Admin
  • App Admin
  • Client*
*Note: MindBridge automatically assigns the Client role to users who have been invited to connect through a direct connector. This role cannot be updated.

Learn how to change one or more users' roles in MindBridge below.


Go to the Admin settings

Note: Only App Admins and User Admins can view and manage user settings. Learn about user roles

Select Admin ( Admin icon ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings by default.


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 selection window appears.
  3. Select the System role you want to assign to the given user:
  4. When you are satisfied, select Save to apply your changes. The user's role will be updated and you will go back to the User management tab.
Note: User Admins cannot add, edit, or disable App Admin accounts.

Change multiple user's roles at once

  1. Use the checkboxes to the left of each user's email address to select which users you want to update. A bulk actions bar will appear upon making your first selection.
  2. Open the Actions menu within the bulk actions bar.
  3. Select Change roles. A selection window will appear.
  4. Select the System role you want to assign to the given users.
  5. When you are satisfied, select Save to apply your changes. The user's role will be updated and you will go back to the User management tab.

Anything else on your mind? Chat with us or submit a request for further assistance.

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