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How to change user Role in Magellan

 

 ***Your role must be an Owner/Partner to change the role of another user.***

The available roles are:

  1. AM/AE (Account Manager/Account Executive)

  2. CSR

  3. Producer/Sales

  4. Manager/Supervisor (This role can see Dashboards)

  5. Other

  6. Receptionist

  7. Owner/Partner (This role can see Dashboards + Company settings)