How to upgrade a User to Admin

You can upgrade a User to Admin within the Users section of FUTRLI. This can only be performed by the Account Owner. This will give them access to the Scenarios section for the Organisation in question and allow them to add new Organisations to your account. They will also be able to edit the permission settings of Users with the User role, whom they share Organisation access with.

Written by Ross MacLeod

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You can upgrade a User to Admin within the Users section of FUTRLI. This can only be performed by the Account Owner. This will give them access to the Scenarios section for the Organisation in question and allow them to add new Organisations to your account. They will also be able to edit the permission settings of Users with the User role, whom they share Organisation access with.

Upgrading a User to Admin

First navigate to the Users section:

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Within the Users section you will find an overview of everyone whom has access to an Organisation within your User hierarchy. To view or alter individual permissions click the Edit button adjacent to a User:

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Here you will find an overview of the Organisations, which a User has access to. You can give them access to new Organisations, edit their Non-financial access and Account Category permissions and upgrade/downgrade Users to the Admin role:

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To Upgrade a User to Admin, click Upgrade to Admin:

Click Upgrade to AdminPress Confirm to save your change:

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