Add or remove a role for an existing user

If you have sufficient permissions, you can add a new role or delete a role for an existing user. How you do this depends on whether Search has been activated in the Sitecore Cloud Portal for your organization.

  • If your organization has been migrated to the Cloud Portal, use these instructions to change or remove user roles.

  • If your organization has not yet been migrated to the Cloud Portal, use these instructions to add a role for a user and these instructions to remove a role.

Add a role for a user

If your organization has not yet been migrated to the Cloud Portal, you can add a role.

Important

If your organization has been migrated to the Cloud Portal, do not use this method to change user roles. Any changes you make will not persist.

To add a role for a user account:

  1. On the menu bar, click Administration.

  2. Click Manage Users.

  3. To search for a specific user, enter their name or email address in the search bar.

  4. In the table, click the row with the user ID.

  5. Click Add Role.

  6. In the dialog, select the user role you want to assign to the user.

  7. Repeat steps 5 and 6 for additional roles if required.

  8. Click Save.

Remove a role from a user account

If your organization has not yet been migrated to the Cloud Portal, you can remove users directly in Sitecore Search.

Important

If your organization has been migrated to the Cloud Portal, do not use this method to remove roles from users. Any changes you make will not persist.

To remove a role from a user account:

  1. On the menu bar, click Administration.

  2. Click Manage Users.

  3. To search for a specific user, enter their name or email address in the search bar.

  4. In the table, click the row with the user ID.

  5. On the role that you want to remove, click Remove .

  6. Click Save.

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