Manage User Permissions

User permissions control who can see subjects, reassign ownership, download others’ reports, and perform admin tasks.

This guide covers:

  • Updating the three subject-related permission toggles

  • Transferring the organization admin role with Make Admin

Continue → Step 2

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Step 2: Open Manage Users

  1. Click your username in the top right.

  2. Select My Account.

  3. Click the pencil icon for Manage Users.

  4. Find the user in the list.

Continue → Step 3

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Step 3: Set permissions

Under the Menu column, click the three dots. Toggle permissions as needed:

Permission

Checked

Unchecked

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Allow access to all subjects in organization

See subjects other users added

Only subjects the user adds or that are assigned to them

Allow subject assignment

Can reassign subject ownership

Must keep ownership of subjects they add

Allow download of reports for all subjects

Download reports for subjects owned by others

Download only for subjects they own

Click a permission to add or remove the checkmark.

Continue → Step 4

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Step 4: Reassign organization admin

There is a single organization admin transfer path:

  1. Find the target user.

  2. Under Menu, click the three dots.

  3. Select Make Admin.

  4. Read the warning—you will no longer perform organization admin functions if you transfer your admin privileges.

  5. Click Confirm to complete the reassignment.

### Success checklist

  • [ ] Permission checkmarks match the access model you want

  • [ ] If you transferred admin, the new admin can open Manage Users and billing

  • [ ] Affected users know any change in what subjects they can see or download

Continue → Step 5

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