Update User Access

To update a user's access, you must first update the role permissions. Once the role permissions are updated, you can then alter an existing user's access within the application.

Steps to update a user access

You can alter any user's role at any time in the Advantus application. To do so, follow the steps:

Step 1: Remove User

1. Navigate to the Application: Access the application the user is a member of.
2. Go to the Users Section: Select the "Users" section on the application dashboard.
3. Select the User: From the users table, find the user whose role you want to change.
4. Access Options: Click on the "Options" button for the user.
5. Delete the User: Select the "Delete" button to remove the user from the application. Confirm the deletion when prompted.

Step 2: Invite the User

1. Add New User: After deleting the user, return to the Users section and select "Add new user."
2. Provide Necessary Details: Enter the user's email address. Choose a new role (predefined or custom) based on the user's updated responsibilities.
3. Send Invitation: Click "Send Invitation." The user will receive an email with instructions to join the application again with their new role.

Important Note:

• Ensure that the user is informed about the changes in their access and role.
  
• If the user does not accept the new invitation, they will not regain access to the application.