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Managing User Details and Permissions

Update user info and assign access levels to align with roles on your team.

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Written by Jordie Webb
Updated over 10 months ago

Summary

Learn how to update user details and assign project-specific roles to ensure each team member has the right access for their responsibilities.


Keywords

user settings, update profile, change role, Oriyent permissions, access levels, team roles, user management


Overview

In Oriyent, each user’s access and capabilities are defined by their assigned role within a project. Admins and Owners can update team members’ details, change roles, and remove users as needed to ensure your team structure stays aligned.

Changes take effect immediately and apply only to the current project — giving you flexibility across multiple jobs.


What You’ll Need

  • Admin or Owner access to the project

  • Users already invited to the project


How to Edit User Details

  1. Go to the Project Dashboard

  2. Click on the Team or Users tab

  3. Find the user you want to edit

  4. Click the Edit icon (pencil) next to their name

  5. Update name, email, or contact details

  6. Click Save


How to Change a User’s Role

  1. In the same Users tab, locate the user

  2. Use the Role Dropdown to assign a new role:

    • Owner

    • Admin

    • Collaborator

    • Observer

  3. Changes apply instantly

Roles are project-specific. A user can be an Admin in one project and an Observer in another.


How to Remove a User

  • Click the Trash or Remove icon next to the user’s name

  • Confirm the action

  • The user will lose access to the project and its data


Troubleshooting Tips

Issue

Solution

Can’t change user role

Only Owners and Admins have permission to update roles

User info not saving

Ensure all required fields (e.g., email) are filled correctly

Removed user still has access

Confirm removal and ask the user to refresh or log out/back in

User needs access to more projects

Invite them separately to each project with desired role

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