Granting Roles

Admins can grant roles to other Users via the Administration dashboard.

For a central view of what Roles & Permissions have been granted to Users, please contact Workvivo Support.

Device(s): Desktop

Roles / Permissions: Admin users

How do I grant a role to a colleague?

If anyone needs an additional role or permission, an Admin can grant it through the Administration Dashboard.

1. Open Administration
2. Search for your colleague in the People tab
3. Click "Edit" beside their name
4. Click the Security section
5. Click "Grant Role"
6. Choose the relevant role / permission from the drop-down
7. Click "Grant"

How do I revoke a role from a colleague?

Similar to granting a role:

1. Open the Admin Dashboard
2. Search for your colleague in the People tab
3. Click "Edit" beside their name
4. Click the Security section
5. Review the roles and permissions that person has
6. Click "Revoke" beside the role / permission they no longer require

For a central view of Roles & Permissions granted to colleagues, please contact Workvivo Support.