How to Edit Account Access Levels on the Jolt Web Portal
Overview
This guide will help you edit account access levels for users on the Jolt Web Portal. To make changes to access levels, you must have the Company Admin role.
Prerequisites
Ensure you have the Company Admin role. This role is required to edit account access levels.
For a visual guide, watch the video Managing Access Levels in Jolt.
Steps to Edit Account Access Levels
1. Log in to the Jolt Web Portal
Open the Jolt Web Portal on your web browser.
Navigate to the People section.
2. Select a User
Click on the name of the person whose access you want to modify.
Note: If you need to invite employees to your account, refer to the article Invite Employees to Your Account.
3. Edit Account Access
Under the Account Access section, you will find three options to adjust the user’s access level:
a. Role-Based AccessLimits access to the specific roles assigned to the user.
Setup Instructions: For detailed steps on setting up role-based access, refer to the article Create and Edit Roles.
More Information: Learn about different role-based access levels in the article Role-Based Admin Access.
b. Company Admin Access
Provides complete access to the entire Jolt account.
Users with this access can:
Create and manage Content Groups and Locations.
Access and modify Billing Settings.
Delete the account if necessary.
c. Content Group Admin Access
Grants access to the content group within the company.
Users can:
Work in Content Group Mode.
Move between Locations.
Limitations: Users cannot create new Content Groups or Locations.
4. Save Changes
After selecting the desired access level, ensure you save the changes to update the user’s permissions.
Additional Resources
Invite Employees to Your Account
Create and Edit Roles
Role-Based Admin Access
Keywords: Edit account access, Jolt Web Portal, Company Admin role, role-based access, Content Group Admin, account permissions, Jolt access levels.