Overview

This article shows you how to change the Role of a user in SalesHood app. To learn more about different Roles in SalesHood, please refer to this article.

Who can Change the User Role?

• A Coach can change the Role of any user within an instance
• A Publisher can only change the Role of their own team members
• An Individual and Manager users cannot change their own or their team member’s role respectively

How to change the user Role?

There are 3 ways a user role can be changed. We will learn about each method in detail.

Change Role from the User Interface

This is the easiest and quickest way to change a user role from the UI.

1. Click on the Hamburger menu
2. Go to the Manage Users page
3. Select the User > Click Actions button
4. From the drop-down > select Change Role
5. Select the New Role

Result: The user Role will be changed to the selected role.

Change Role using the Import users

This option works best if the Role of multiple users needs to be changed at once. Before using this step, please make sure you create a CSV/XLS/XLSX file containing users info in the below format.

In the Role Column, add the New Role of the user and keep the other user info same (unless you want to update the other info). Technically, you will be re-importing the user to the instance. The info in the spreadsheet will override the existing user profile. However, this will not have any impact on user’s completion or engagement data.

Once the file is ready. Follow these steps:

1. Click on the Hamburger menu > click Invite Users
2. Go to the Import Users tab
3. Click on the File Area to upload the File
4. Enter the new password for the user (this option shows up only if you instance uses Password)
5. Click Import Users button

Result: The system will update the User Role based on the Role column in the spreadheet.

Change Role using the Text

This option can be used if the User Role for a few users needs to be updated at once.

1. Click on the Hamburger menu > click Invite Users
2. Click Invite Users > Go to the Text tab
3. Using the format below, Enter the user details to be updated (including Role)
4. Enter the new password for the user (this option shows up only if you instance uses Password)
5. Click Import Users

A Warning pop-up will be displayed to confirm the changes. Click Ok.

Result: The users will be re-imported via Text method. Same as the CSV import, the user’s info will be overridden based on the text you enter. However, this will not have an impact on the user’s completion or engagement data.