Assigning a different role to a user

User Roles are a set of permissions that can be applied to multiple users to manage what they can do in your account. Roles are assigned as part of the process of adding a new user, but you can change the role of an existing user at any time.

Before you begin

• The Elucidat User Management interface is shared by both Elucidat Author and Elucidat Create but each platform has its own user roles and access levels that need to be configured individually. To learn how to access the User Management page from each platform, see Accessing the User Management page.

• For more information about User Roles and how they work, see the following articles:
  • Elucidat Author: Understanding User Roles.
  • Elucidat Create: Understanding User Roles and Access Levels

• Some actions and configurations are exclusive to each platform. Depending on which platforms you can access, you may see more or fewer options than described here. 

• To add new users to your account, you must be an Administrator or be assigned a custom user role that has user management permissions.

Changing a user’s role

From the Users list

1. Select the Users view from the sidebar menu
   
   
2. Find the user you’d like to edit—use the search bar and filters to narrow down the results

3. Choose a new role from the drop-down menus under the following headers:

   1. Author role—this changes the user’s role in Elucidat Author
   2. Create role—this changes the user’s role in Elucidat Create

   

The new role will take effect immediately. 

From the User information page

You can also change the user’s role from their User information page. 

1. Select the user to open the User information page.

2. Choose a new role from the drop-down menus under the following headers:

   1. Author role—this changes the user’s role in Elucidat Author
   2. Create role—this changes the user’s role in Elucidat Create

   

3. Save your changes

Assigning a User Role to several users at once

You can bulk assign User Roles to update multiple users at once.

1. Select the Users view from the sidebar menu
2. Use the checkboxes to the left of the user's name to select the users you'd like to include in your report—select the top checkbox to select all users at once.
   
3. Choose Change Author Role from the action menu
4. Choose a new role from the drop-down menu
5. Select Change Author Role to confirm your choice