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Update a user’s account access when their responsibilities change. This page explains how to choose the right role, change an existing user’s role, and request Owner access when needed.

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Determine which role to use

User roles define what each user can see and do in the portal.
Roles marked By request only cannot be assigned directly from the portal. Contact your account manager to assign them.

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Change a user role

1
In your portal, go to the Team tab.
2
Click the pencil icon next to the user you want to remove.
3
Select a new role for the user.
4
Enter your 2FA code and click Save.

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FAQ

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How do I assign the Owner, Submitter, Approver, or Accounts Payable role to a user?

Only your account manager can assign the Owner, Submitter, Approver, and Accounts Payable roles. To assign one of these roles, contact your account manager.

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How do I change the role of a user with the Owner role?

To change the role of an Owner user, contact your account manager.
Last modified on October 23, 2026