Changing User Roles in Greetly

You must be a Global or the Location Admin logged into your web portal account to be able to change a user's role at the location. 

Click on Manage Users.

Click on the user you want to edit.

Scroll down to the Role section and select the required role from the menu. 

Options include:

  • Global Admin
  • Location Admin
  • Security
  • Employee

It is important to note that: 

  • You can add unlimited hosts (employees/users) to your user directory
  • Multiple Admin roles and rights are only available with the Pro plan

If assign a user a Global Admin role, they will receive an email notification with instructions on how to log in. Employee and Location Admin roles will not receive an email notification, but you can share this article

Click on Save to save these changes. 

For more information about Greetly Roles and Permissions, check out the article: Understanding Greetly Roles and Permissions