You can change a user's role (client, partner, firm_admin, admin) from the Users page. This guide covers role changes.
💡 Tip — Who can use this For platform admins, under Users.
Quick reference
| Step | Action |
|---|---|
| 1 | Use the role dropdown on a user row |
Step 1 — Change a role
On the Users page, each row has a role dropdown. Choose the new role (client, partner, firm_admin, or admin). The change applies immediately and determines what the user can access on their next sign-in.
📝 Note — Role drives routing and access The role determines which app the user lands on after sign-in (client→/client, partner→/partner, firm_admin→/firm, admin→/admin) and what they can do. It's the primary access control.
⚠️ Warning — Be careful promoting to admin The admin role grants platform-wide control. Only assign it to trusted staff. Demoting an admin to a lower role immediately revokes their console access.
💡 Tip — Set the org/firm to match When changing a role, also set the associated organization (for clients) or firm (for partners/firm_admins) so the user lands in the right workspace.