Yes, you can edit user roles after a user has been created on the OFX platform.

Prerequisites:

• User Manage permission is required to edit user roles and permissions.

• You cannot assign permissions that you do not already have.

Next Steps:

To edit a user's role or permissions, follow these steps:

1. Log into your OFX account using your administrator credentials.

2. Navigate to the Team section: On the sidebar menu, select Team.

   

3. Find the user: Use the search bar to locate the user whose role you want to edit.

   

4. Edit permissions: Click the tick boxes to add or remove specific permissions for the user. You can assign a pre-configured role or customise permissions as needed.

   

5. Save changes: Click Save to apply the updated permissions.

   

After saving, the user’s permissions will be updated immediately.

Why is this important:

Being able to edit user roles ensures your team members always have the right level of access as their responsibilities change. This flexibility helps maintain security, supports compliance, and allows your business to adapt quickly as your team grows or changes.

Related FAQ Articles:

• Can user roles be customised?

• Role of User Manage Permission

• What permissions need to be applied for a user to view recipients?