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How Do I Upgrade the Roles of My Team Members?

If you need to grant additional access to specific users, follow these steps to upgrade their roles.

In order to make changes to Roles, you must have and Admin Role with Subscription access.

Upgrading Users' Roles

  • To upgrade your users' roles, click on your profile picture or initials in the top right corner. Then, select Settings.

  • On the Settings menu on the left side of your screen, select the Subscription option under the User Management & Subscription section. You can also select the Manage Roles button under the Team section.

  • Assign an additional seat to the role that you wish to upgrade for your user by clicking the + button or manually typing in the number of seats. Then, click Confirm to save your changes.

Dashboard JobNimbus 2024-04-30 at 2.30.44 PM

  • Once you have added more seats to the desired role, the number of open seats will be updated on the Teams page. You can then assign your team member to the new available seat.

Settings JobNimbus 2024-04-30 at 2.33.52 PM

  • To upgrade a user's role, click on the three dots to the right of their name in the Team settings, then select Edit.

  • Check the box next to the Role that best fits the responsibility of the user for your company. Then scroll down and select Save.

    Settings JobNimbus 2024-04-30 at 2.21.40 PM

Note: 

  • Any time you add a new role to your subscription that exceeds the amount you are currently paying, you will be responsible for the prorated amount at the time of purchase. 
  • Your next monthly or annual invoice will reflect the total charges of all included features moving forward.
  • Access profile permissions allow you to further configure the level of accessibility a team member has to the features included in their assigned role.