Managing Roles › Switch Roles

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Switch Roles

Any user with multiple roles assigned to them can switch roles without logging out and back in the system. Roles are assigned to users on their Access Type or contact record.

Note: For information, see Configuring User Accounts.

To switch roles

  1. Select the desired role from the Role drop-down list in the upper right corner of the main CA SDM page.
  2. Click Set Role.

    The web interface and available functionality for the logged in user change to match the current role.