There may be times when you need to adjust someone’s access in your Process Street organization, either to give them more control or to limit what they can see or do.
Upgrading a Guest to a User gives them more access, and a Builder gives them yet more access.
To switch a Guest to a User, or a Builder to an Admin, or to change user permissions in general, you first need to be in your organization manager area, which is only accessible to admins.
Once there, click the existing user type, and you’ll be shown a list of the other available user types. Select the one you’d like to move to and it changes the user type.
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