How do I change a user’s role?

Sometimes you may have employees change positions or responsibilities within the Credit Union and you will need to change their Role in NPX. For example, they may get a promotion from a Financial Service Rep to a Branch Manager and their role may need to be changed from End-User (Custom) to Team-Lead (Custom). 

To change a role in NPX, follow these steps:

1. After logging onto NPX, click on Admin
   
   
2. Click Users
   
   
   
3. Search for the user that needs their role changed and
   
   
4. Click on Edit to the far right side of their name
   
   
5. Once their user profile is up, click on Permissions
   
   
6. Click on Assign Roles and uncheck the role they are currently and place a check next to the role they need to be changed to
   
   
7. Check to be sure the correct role is displayed
   
   
8. Click Save