How do I change someone's role?

To change a user's role in SuccessFund:

1. Navigate to the Administration tab.
2. Select Users to view all users within your organization.
3. Find and select the user whose role you want to change.
4. You can edit their name, email, role, and associated school or group.

Important Notes:

• You must have the appropriate permissions to change a user's role.
• You can only assign roles that are equal to or lower in permission level than your own. For example, if you’re a School Administrator, you cannot assign the role of District Administrator to someone else.

If you encounter any issues or have questions about permissions, please reach out to your SuccessFund administrator.