Overview
Editing a user's access level (See: Role-based access) in EZLease can be done one of two ways:
- If your account has a Super Admin set up, contact that user and they can edit users for your account.
- If your account does not have a Super Admin set up, submit your request to EZLease support, including the user's full name, email address, and role.
Editing users as a Super Admin
Only Super admins can edit users.
Super admin's have the ability to edit a user's role and which instances/companies they have access to. User edits are simple, and can be done at any time. Find your user, click Edit, and make your changes. Updates are saved and processed in real-time.
Super Admin accounts cannot be edited, as they have full access by default. If you need to change your Super Admin, please contact support.
Note: Usernames and email addresses cannot be changed or updated after a user is added. If you enter the wrong email or require a new username/email, you must create a new user account.
Below are the steps for editing a user's role and access:
| Step | Action |
| 1 | Find the user that you need to update, and click their username. |
| 2 |
A new pop-up appears with the user's details and some additional options at the bottom. Click Edit. |
| 3 |
Update the Client Role(s). Roles can be updated one at a time by selecting the appropriate radio button, or in bulk by clicking the "apply to all" icon at the top. Note: Selecting "None" means the user will not have access, nor will they see that company as an option in EZLease. |
| 4 | Click Save. A confirmation pop-up will appear in the top-right corner. |
Related Links:
Managing users as a Super Admin | Role-based access control (RBAC) | EZLease Dashboard