How to change the role of a colleague? Change user type?
With GroupCamp, the owner role is automatically granted to the person who sets up the account.
Each new user can join GroupCamp as a colleague (someone who is part of the same organization than the owner) or as a guest (client, partner or supplier of the owner's organization). A colleague can be an administrator or an account owner.
This article covers the following changes in a GroupCamp account:
- Change the user type
- Assign the Administrator role to a colleague
- Transfer the ownership of your account to a colleague
Change the user type
Go in to the Preferences app. located in the @Me menu, then use the Identity menu - OR - Use the Edit button in the user's Information panel.
Note: Only authorized colleagues with access to administration functions in the Users application of a project can change the user type. For more information, please read the following article: Users Administration
Click on the Change the organization link.
In the pop-up window you can select Guest type and choose an existing company.
Click on the Change the company link.
Select Colleague and a sub-organization (if enabled)
The user is now a colleague of your organization.
Note: You can change the current organization of a user(it has to be an organization listed in the account)
Go to the Admin Panel, then click on the Administrators icon:
Select the new administrator among your colleagues then click on Ok.
Go to the Admin Panel, click on the Transfer account ownership icon located in the Owner - Subscriptions - Payments section.
When a transfer of ownership is initiated, the application will ask whether or not you wish to delete the existing form of payment (if there is one).
If you decide to delete the existing form of payment, a new one will have to be provided before the upcoming account billing is due.
Please note that once the transfer of ownership is made, only the new owner can access the Owner - Subscriptions - Payments section located in the Admin Panel. The former owner automatically becomes an administrator in the account.