Changing a Role of a User

At any point in time, an Admin or a Group System Admin has the option of changing a role of a user.

Admins have the ability to change a user from any role to any new role.
Group System Admins may change a user in their system to any role other than Admin.

— To do this, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the “X” next to their current role will delete it.
– The Admin or Group System Admin can then choose a new role for their user.


*Friendly Reminder: Admins and Group System Admins should make sure that their user is now assigned correctly in their Group Associations according to their new role.
The How to Add a User article shows the required group associations of each role.

Changing a Login Client to a Client: The Login Client’s “Client’s Files” and “Private Files” folders will move into the Client’s portfolio with all of its contents.
*Friendly Reminder: Clients’ portfolios are private and only accessible with permission from the Admin.
Changing a Client to a Login Client: All contents of the Client will move into the “Private Files” folder of the Login Client’s portfolio.
*Friendly Reminder: The Login Client’s portfolio has a “Private Files” folder that is only accessible to users who have permission from the Admin. The “Client’s Files” folder is accessible to users and that particular client to review.


Support Query

The Support Query is a direct line to the support team. You can ask questions or mention a problem that you are having.

Screen Shot 2017-03-08 at 10.41.37 PM1. Contact Email:
This will be copied from your account.  This can be edited if you want to use another email to communicate with.

2. Question / Issue Description:
Type in your question or issue here.
– Questions:
+ Please use specifications in your question so that we may better understand them.
– Issues:
+ Please describe your issue with as much detail as possible.
+ Include the steps that you took that created the issue.

3. Send Button:
Hit the Send button when you are ready to send the issue or question you have for the support team.

Please allow up to 24 hours for a Support Technician to respond by e-mail.