To change a user's Role on a project, an Administrator delinks their existing Role and relinks them with the new one (or links new Role and unlinks existing - either or). Changing a user's Role does not remove any historical records related to them in that project.
Note: Please be aware that if a user is assigned more than one role to the same project, the higher level of Access and Authority will apply - 'stacking' of permissions. Also, if one of the roles has any of the ‘Limit’ authorities selected ("Limit NCR View To Published", "Limit TestReq View To Completed" or "Limit Survey View To Completed"), the restriction overrides the related permissions in the other roles.
For this reason, do not assign multiple roles to the same user in the same project unless you are sure that there are no conflicts in their Access and Authority.
Delink a User from existing role
1. After signing in to CivilPro, click on “Team”.
2. Select the user and click on the "Related Items" icon on the right panel.
3. The Related Items panel shows the user's active projects. Under the relevant project, click the orange icon next to the Role to delink the user.
4. Select “Yes” to confirm the delinking.
Relink the User in new role
1. Once the user is delinked from the old role, click on the link icon next to the project to relink the user.
2. When prompted, tick the box next to the new Role and click “Save”.
3. Select the user again to confirm the updated Role in the Related Items panel.
Tip – changing roles for many users at once: use Bulk Assign Role in the Team screen to assign a role to multiple selected users in one action, rather than delinking and relinking users one at a time.
Next steps
If the Role itself is the problem:
- Add / Edit Roles – adjust a Role's permissions, or create a new one that fits
- Assign a Global Role – for users who need the same permissions on every project