Updating a User Role

A User Role controls an individual's access privileges in RevFlow. Only users with Admin permissions can edit existing RevFlow Users.

Find and Edit User

  1. Go to Admin >User Setup, and select Users.
  2. Use one or more of the criteria options to search by.
  3. At the bottom of the page, click Search.
  4. Double-click the user from the list.
  5. Then click Edit at the bottom of the screen.

Updating a Role

  1. Update the Role field by choosing the new Integrated Role.  See User Roles for more information regarding RevFlow Roles.
  2. Click Save when completed.
  3. In order for the user to see this update, please have them log out then log back in.
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