How to Assign or Change a User’s Role

How to Assign or Change a User’s Role

Who this is for:

Admins

Prerequisites:

User must already exist in the system.

Steps


  1. Go to Users.

  1. Select the user.

  2. Click Edit.

  1. Choose new role from dropdown.

  1. Save.

Troubleshooting

  • Role field locked → ensure Admin access.

Related Articles

    • Related Articles

    • User Access & Permission Management SOP

      Who this is for: Admins, Super Admins Prerequisites: Admin access. Purpose Ensures appropriate system permissions to prevent misuse or data breaches. Steps Verify identity and role of new user. Create user under Users → + Add User. Assign correct ...
    • How to Add a New User

      Who this is for: Admins, Ambulance Coordinators Prerequisites: Admin role User’s email and contact information Steps Navigate to Users. Click + Add User. Enter: Name Email Phone number Select appropriate role (Dispatcher, EMT, Admin, etc.). Save. ...
    • How to Update User Contact Information

      Who this is for: Admins, Users Prerequisites: User account exists. Steps Navigate to Users. Search and select the user. Click Edit. Update phone number or other contact details. Save. Troubleshooting Edit button missing → user may not have ...
    • How to Manage Organisations in Ambulensi

      Who this is for: Super Admins, System Administrators Prerequisites: Multi-agency environment (e.g., governments, partners). Functions Register partner organisations Assign ambulances to organisations Manage organisation-level settings Steps Navigate ...
    • How to Update Ambulance Crew (Operators & EMTs)

      Who this is for: Admins, Dispatch Managers Prerequisites: Ambulance must already exist in the fleet Steps Go to Ambulances. Search and select the ambulance. Click Edit. Scroll to Ambulance Crew section. To add new crew: Click the dropdown → + Add New ...