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Edit an Existing User's Role or Privilege

1
Log in to your organization's FamilyID account and select Organizations from the blue navigation menu.

2
Select the white Users tab on the left side of the page.

3
Click the badge of the user you’d like to edit. Note: All existing users, other than the owner, start in the Publisher role unless they have been invited via a report. Those invited via report will start as a Viewer.

4
Scroll down and select the appropriate role, or update the privileges selected in the current role and select the blue Save button to save the settings for the user's updated privileges.

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