Adjusting the roles of members in your organization can help you manage permissions effectively. This guide will show you how to change a member’s role within your organization, whether you need to assign administrative access or limit permissions for security.
Role permissions overview
Members can hold one of two roles:
-
Member
- Cannot change organization settings, invite new members, or modify billing information.
-
Admin
- Can view and edit organization settings, invite new members, and modify billing information.
Knowing the permissions associated with each role helps you assign appropriate access based on each member’s responsibilities.
Step-by-step guide to changing a member’s role
-
Log in to BioRender
- Begin by logging into your BioRender account with administrative credentials.
-
Navigate to your Admin dashboard
- From the dashboard, click on your name on the upper right hand corner (usually located at the top right corner of the screen) and select Admin. Only users with admin permissions can access this section.
-
Open the Account Overview & Users tab
- Here you will find all the user accounts in your organization, along with their assigned roles.
-
Find the member you would like to update
- Under your User Accounts list, locate the member you would like to update.
-
Change the role
- Choose the new role you want to assign from the dropdown menu. Options are Member or Admin.
-
Confirmation
- After selecting the new role, you will see a notification the role has been modified.
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Step-by-step guide to changing multiple member’s roles
-
Log in to BioRender
- Begin by logging into your BioRender account with administrative credentials.
-
Navigate to your Admin dashboard
- From the dashboard, click on your name (located at the top right corner of the screen) and select Admin. Only users with admin permissions can access this section.
-
Open the Account Overview & Users tab
- Within your members list, find and select the user accounts. Here, you’ll see a list of all current members in your organization, along with their assigned roles.
-
Select the members you would like to update
- Tick the boxes next to names of the members you would like to update.
-
Click on "Actions"
- Next select Edit account info.
-
Change the Role
- Choose the new role you want to assign from the dropdown menu. Options are Member or Admin.
7. Save your changes
-
- After selecting the new role, you will see a notification that the account for two users has been updated.
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Tips for Managing Roles
- Limit Admin Roles: For security, assign admin roles only to trusted team members who need access to organization settings and billing information.
- Regularly Review Permissions: Periodically review member roles to ensure each person has the appropriate level of access.
- Onboarding New Members: When onboarding new team members, assign them roles that align with their responsibilities to streamline their access and minimize setup time.
Troubleshooting Role Changes
- Unable to Access Organization Settings: If you don’t see Admin Settings in your menu, you likely don’t have admin access.
- Changes Not Saving: Ensure you have a stable internet connection. If the issue persists, try logging out and logging back in before repeating the steps.
Related Articles
- How to invite new members to your organization
- Introducing Brand Kits: Align your organization’s visual identity in BioRender
- Accessing the Admin panel
Need Help?
If you have any questions or concerns:
- Email Support: support@biorender.com
- Live Chat: Available by clicking on the "Help" bubble in the app on bottom right-hand corner.
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