Note: This article covers the process for changing a user's permissions in our most recent update (R28+). If you are looking for information about user management in our legacy experience (R27), please refer to this article.
- In the Admin Console, click “Users” on the left side panel.
- Click the user’s name to open the detail panel on the right side of the screen.
- Select “Personas”
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Click the persona you wish to modify.
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Note: If you are in the Production Admin Console and you click a Sandbox persona, a new browser tab with the Sandbox Admin Console will open
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Note: If you are in the Production Admin Console and you click a Sandbox persona, a new browser tab with the Sandbox Admin Console will open
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Click the blue "Edit" button (R28) or “Edit permissions” button (R29) in the bottom right corner.
- To add additional permissions for the user, select the desired group(s)from the left and click the > icon to include the group(s) in the user’s extended permissions.
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To remove permissions for the user, select the desired group(s) from the right and click the < icon to remove the group’s from the user’s extended permissions.
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Note: Groups configured as required for the persona are unable to be removed and will show as locked.
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Note: Groups configured as required for the persona are unable to be removed and will show as locked.
- To edit the user’s title and department, click the associated persona (Ie., Core platform Member in Production)
- Select the Profile tab
- Input or update the Title & department value
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Click Save
- To change a user's persona, first remove the persona by clicking the red "Remove persona" button in the bottom right corner.
If you are looking for how to edit a user's permissions in our legacy experience (R27), please refer to this article.
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