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For background on user management, see Managing Users Overview.
You can make changes to a user's account directly in Gatekeeper. This is recommended when you have minor changes to make to a small number of users. To do this:
- From the navigation menu, expand the Settings option then click Users.
- Expand the 3 dots on the relevant row, then select Edit.
- Update the personal data, roles, and permissions as needed. From here, you can also resend the invite email or revoke the user's access.
- Click Save.
Note:
- If an employee has been granted access to Gatekeeper with an administrator, collaborator, or custom RBAC role, they cannot then be downgraded to an Employee Portal Only user.
- To make changes to users in bulk, it's recommended to use the export and import functionality to do this efficiently.