Changing a Member's Role

  1. Open the Members Table
  2. You can edit one or more members’ roles at the same time
  3. Check the selection box next to the member(s) whose roles you’d like to edit
  4. From the right navigation tray, click on the icon
  5. The members you selected (identified by their email) are listed in the drawer on the right side of the page, along with their currently assigned role(s)
  6. Edit their roles by checking/unchecking the boxes next to the role name under each user.
    1. Founder - has access to:
      1. Founder Resources navigation items 
    2. Mentor
      1. Has access to:
        1. Founder Resources navigation items
        2. My Mentees table
      2. Can be assigned as a Mentor to your portal's Founders
    3. Investor
      1. Has access to:
        1. Founder Resources navigation items
        2. My Portfolio table
    4. Manager
      1. Has access to:
        1. Founders Resources navigation items
        2. Members table
        3. Portal Settings
      2. The only portal function a Manager cannot perform, is changing the portal Owner
    5. Owner
      1. Has access to:
        1. Founders Resources navigation items
        2. Members table
        3. Portal Settings
      2. The Owner can reassign the owner role to another user
  7. Finalize the new roles by clicking "Save Changes" in the lower right corner.
  8. The member(s) will receive an email notifying them of their new role(s).