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How do I move an occupant into a new permission group?

Below are instructions on how to move someone into a different permission group.

Written by Grayson Stroup

Updated at October 11th, 2024

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  1. Navigate to the Occupants tab.
  2. Manage Occupants is the default tab.
  3. From there, select the occupant you would like to update.
    1. There are two ways to open up an occupant's profile settings.
      1. Click directly on the blue linked name or
      2. Select the box to the left of the name so it turns blue and select Occupant Management in the upper right corner and select Edit Occupant.
    2. Please note: you can only update one person's permission group at a time.
  1. Navigate to the User Account tab and select the sub-category Permission Group.
  1. Select the desired permission group from the drop-down and click Save Permission Group Change. 
  2. Click OK.
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How do I create/edit a custom permission group?
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