Use this article when an employee's responsibilities change and you need to give them a different role at this location, or take their role away.

Before you start

• Availability: if this option is greyed out or missing, contact your Vizmo account manager.
• Your role must allow you to assign roles. Without it, the Edit and Delete icons don't appear.
• You can't change or remove your own role. The icons don't appear on your own row.
• This page covers roles at the selected location. Company-wide admins are managed in company view under Admins.
• To give a role to an employee who doesn't have one yet, see Assign a role to an employee. That article also lists the roles you can choose.

Change a role

1. Sign in to the Vizmo portal and select the location.
2. Go to Directory > Roles.
3. Find the employee. The list shows Name, Email and Role. Click the Edit icon on their row. The Change Role panel opens with the employee's name and email.

   

4. In Select Role, choose the new role. Check the Roles and Permissions table if you want to compare the standard roles. Custom roles have their own permissions and are not in the table.

   

5. Click Save.

Result: you see "The role has been updated successfully" and Vizmo emails the employee about their new role. If the Role column still shows the old role, click the refresh icon at the top of the table.

Remove a role

1. On Directory > Roles, click the Delete icon on the employee's row.
2. In the Delete Role dialog, check the name in "Are you sure you want to delete the role for ...?".

   

3. Click Delete.

Result: you see "The role has been deleted successfully". Only the employee's role at this location is removed. They stay in Directory and their account status doesn't change.

You can also watch a short video walkthrough.

Troubleshooting

• There is no Edit or Delete icon on a row. It is your own row, or your role can't assign roles. Roles shown with (Location product) or (Company product) after the name have no Edit icon: delete the role, then assign the new one. Only company admins can delete a (Company product) role.
• The Roles page does not show the list of roles. Contact your Vizmo account manager.
• The role I want is greyed out or missing. Tenant Admin is offered only when the Tenant Admin Dashboard is available for your location, and only for an employee who belongs to a tenant. Other roles depend on your account, including any custom roles.
• I need to change a company-wide admin. Use company view under Admins.
• An error message appears. The panel closes after an error. Click Edit again and try once more.