How to Assign Roles to Organization Members

Assign roles carefully so each user sees the right pages and can perform the right actions in NxtLayr.

Who this is for

• Org Admin
• authorized administrators

Before you start

Make sure:

• the user belongs to the correct organization
• you understand what the role allows
• you are assigning the least access needed

Steps

1. Open Organization Members 2. Locate the user you want to update 3. Review their current role 4. Select the new role 5. Save the change if required 6. Ask the user to refresh or sign in again if needed

What happens next

After a role update:

• the user's visible navigation may change
• their landing page may change
• their allowed actions may change

Best practice

Do not assign broader roles just to make a page visible. Use the correct role that matches the person's actual job.