How to change a staff Security Role

A staff member's Security Role determines the level of access they have to view or manage information or specific features in ALIS. Security Roles can only be changed from that user's Staff Profile. 

Who can change a staff Security Role? 

Typically only users with company and community administrator levels of access have the permissions needed to change a staff member's Security Role. It is important to note that even a user with the higher level of access (i.e., "Community Administrator") cannot change the security role of another user with that same role. However, users with permission to change security roles for staff do have the ability to assign the same level of administrator access that they currently have. For further questions, contact your Account Manager or our ALIS Customer Success Team. 

How to change a staff Security Role

1. Navigate to the Staff Profile whose security role you need to change. You can do so efficiently by typing the staff member's name into your Dashboard search bar or by clicking into the profile from the All Staff page. 
2. On the profile, click on the Login & Access blue bar to expand the section details. 
3. Under Security Access, click the Manage Access button. 
4. In the Security Roles dropdown menu that appears, you can uncheck the current Security Role and click the checkbox next to the name of their new Security Role. 
   • While it is less common, it is possible to assign multiple security roles to one staff member. From this dropdown menu, you can select more than one role if needed. 
5. Once you make your selection(s), simply click outside of the menu. The new Security Role setting is automatically saved.

Change permissions within a Security Role 

While users with greater levels of access to ALIS (i.e., Community or Company Administrators) can assign a security role to new or existing staff profiles, the names and specific permissions included in each security role are managed solely by the ALIS team.

Note that it is also our standard practice to only make specific permissions changes or reassign roles to staff with express consent from a designated company administrator.

Contact your Account Manager or our ALIS Customer Success Team for further assistance. 

Related Articles:

• Security Role Reference Guide
• How to add a Staff Profile

For more assistance with Security Roles,

Contact our ALIS Customer Success Team:

 888.404.ALIS (2547) or support@go-alis.com