Choose a Different Persona for a Member

Overview

There are times we need to change the role of a member or user.

You must have admin access to change the persona of a member or user. If you do not see the described options please reach out to your customer service specialist or email us at help@visualizeroi.ai.

Step-by-Step Guide

1. Follow the steps to Access the Manage Organization Page.

   

2. Find the user's name from the list or enter the user's name in the text box. Press the Enter key on the keyboard.

   

3. Click the role or designation of the user.|

   

   
   

4. Select the role from the Persona drop-down list on the Change Persona page. Click Change Persona.

   
   
5. The role or designation of the user or member changes to the new persona.