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Changing someone's role

How a Management Admin promotes or restricts an existing user, and the rules that limit role changes.

  • Management

A person's company role can be changed at any time after they have joined. Only a Management Admin can do this.

Changing the role

  1. Open Users from the sidebar.
  2. Click the row of the person you want to change, or use the View action on their row.
  3. In the details dialog, find the Role field and click Edit Role.
  4. Choose the new role from the dropdown.
  5. Click Save.

The dialog reflects the new role straight away, and the Role column in the list updates with it. Save stays unavailable until you actually pick a different role from the one they already have.

If the change cannot be applied, the dialog shows Failed to change role.

What the dialog shows

Alongside the role, the details dialog shows the person's profile picture, Email, Status (Active or Pending), Phone number and Residential address. These come from the person's own account and are filled in by them — you cannot edit them here.

Rows with the Pending status cannot be opened. An invitation has no role to edit yet; if you invited someone with the wrong role, cancel the invitation and send a new one.

The rules

  • Only a Management Admin can change roles. Management Users and Management Viewers see the role as plain text with no Edit Role button.
  • You cannot change your own role. Your own row never offers the option. Ask another Management Admin to do it.
  • The change replaces their previous role. A person holds one company role at a time; there is no way to combine two.

Changing a crew member's role instead

The roles in this dialog are company roles only. If you want to change what someone is on a particular yacht — Captain, Viewer, or a crew rank — that is done on the yacht, not here. Open the yacht, go to Crew → Crew Members, open the person's crew member page and change the Role field on the Personal Details tab.