If you wish to alter a user's role, this can be achieved either, via the user's profile OR the template level. The below guide will walk you through updating this on a template level:  

  • Navigate to: Admin > Templates > User Template
  • Edit the template you would like to update
  • Select the "Roles" tab.
  • Select the current role - in this case, it is set to Select some options
  • Add the new role by pressing the "Custom" field and selecting the required option.
  • At the bottom of the page press the orange Save Record button.


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