Change user levels for one, or multiple users

Quickly update user permissions to ensure correct access to system features.
  1. Click Administration.
  2. (If applicable) Click on customer, group, or client level.
  3. Go to the Users tab.
  4. Select ✅ one or more users.
  5. Click the button with three dots … on the top right corner of the screen > Change user levels.
  6. Select the user level from the list.
  7. Click Change.
Last modified May 8, 2026