How do I change someone's User Type? (User, Supervisor, Administrator)

You can edit User Type by going within Manage Users and then selecting Find Users.

On the account page, you will see there is no Edit button next to User Status. Here are the steps to make the appropriate changes.

Changing a User to a Supervisor:

From the Account page for your user, click Access. Then, check the boxes to determine their Functional Access and Groups User Oversees. When you are finished, click Save at the bottom.

Note: Only administrators will have this Access tab, a Supervisor cannot create another Supervisor.

Back on the Account page, you will see the Status now says Supervisor.

Changing a Supervisor to a User:

From the Account page for your user, click Access. Remove all check boxes under Functional Access and Groups User Oversees. Then click Save.

Back on the Account page, you will see the Status now says User.

Note: Only administrators will have this Access tab, a Supervisor cannot edit access for another Supervisor. 

Upgrade a User or Supervisor to and/or from an Administrator:

If you would like to upgrade a User or Supervisor to an Administrator, you must be a current site Administrator for your organization. If you would like to proceed in upgrading a User or Supervisor please provide an email to your Account Manager or to the TargetSolutions Support Team. If you would like to email support with this request, please click here.