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Go to the Setup menu and choose User Access. The User Access window appears.
Note that you don't need to remove their file user access to invite them as an administrator.
An email will be sent to this user, inviting them to become an online administrator. To monitor if or when they accept the invitation, see Check a user's online status. UI Expand |
Anchor | 1274437 | 1274437 | Go to the Setup menu and choose User Access. The User Access window appears.Two emails will be sent to this user. One advises that their administrator access is cancelled, the other invites them to become a file user. To monitor if or when they accept the invitation, see Check a user's online status. UI Expand |
Anchor | 1274890 | 1274890 | If you invite a person to be an online file user or administrator by mistake, you can cancel the invitation before it is accepted.
For example, as a staff member takes on more administrative responsibility, you might want to give them the ability to add new users or set up bank feeds. See Change a user's online access level.
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