Hi Colleen,
You would need to go to the People module in the Navigation bar on the far left. After getting there, you would need to add the column "Financial Permissions" and toggle it off for the user. Please refer to my screencast:
I have a Full license that I want to change to a Team Member. This person has "financial" permissions. The system will not let me change the license to a Team Member due to the financial permissions. How do I remove the financial permissions?
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Hi Colleen,
You would need to go to the People module in the Navigation bar on the far left. After getting there, you would need to add the column "Financial Permissions" and toggle it off for the user. Please refer to my screencast:
From Colleen:
Thank you. Now I have another problem as we were trying to make this change. WE revoked a license for the user we were trying to assign as a full license. Is there a way to re establish this person as a valid license with a full license type? Thank you.
Hi Colleen,
Yes you can assign the user a new license. You would need to go to the "Admin" tab in the People module and then select the user. After that, click "Licenses > Assign..." Please refer to my attached image.
We suspended the user and revoked the license, but when I go to assign the Full license her name has a line through it now. I need to get this license assigned to the user and re initiate her as a user....any suggestions?
Colleen,
You need to set the user back to Active and then you will be able to assign the user a Full license.