Roles are labels, not permission sets. Two people with the role "User" can have completely different access. What controls access is each person's individual permissions - see Set user permissions.
Note - Roles are being reworked. This article covers what they do today and will be expanded when that lands.
Role | Typical use |
Owner | The account holder or brokerage principal |
Admin | Team leaders and operations managers |
User | Brokers and processing staff |
Support | Internal support access |
Change a role
Go to the Users tab.
Find the user.
Open the User Roles dropdown on their row.
Choose the new role.
The new label shows on their row straight away.
Who can do this: anyone with the Users → Role change permission.
Note - Changing a role changes the label only. To change what someone can do, update their permissions.