How do I change user roles in my organization?

Change user roles in an organization from the members list

NOTE: Only an organization's admin can change user roles.

  1. Log in to Lumin PDF.
  2. Click your Plan account on the top-left of the screen.

    Organizations-account-button
  3. Select an organization from the Your Organizations list.

    Account-button-organizations

    The selected organization opens.

  4. Click the Members option (in the left-hand sidebar).

    Organizations-members-option

  5. Click the three dots to the right of the person you want to remove.

  6. Select a new user role from the drop-down list.

    Organizations-remove-a-member
    A confirmation message appears.

    Organizations-change-user-role-confirmation

NOTE: In the example above, the two user role options are Organization Admin and Billing Moderator.

The third option is Member. This appears as an option when changing the user role of Organization Admin or Billing Moderator.