Assign or Update User Roles

Assigning the right role to each user helps your team work efficiently in kolum while keeping your workspace organized and secure. Roles determine what users can see and manage, ensuring everyone has the right level of access for their responsibilities. Only Client Admin can assign or update user roles in kolum.

How to Assign a Role When Adding a New User

To assign a role while inviting a new user:

• Go to: My Organization → Users → + Add New (top right).
• Enter user details: Fill in first name, last name, email, and optional job title or phone number.
• Select a role: Use the Role dropdown to choose the appropriate role for the user.
• Create user: Click "Create User." The user will receive an email invitation and will have the permissions tied to their role when they log in.

How to Update a Userʼs Role

To update the role of an existing user:

• Go to: My Organization → Users.
• Find the user: Locate the user in the list and click the edit icon (pencil) in the Actions column.
• Change the role: In the Edit User panel, select the new role from the dropdown.
• Save changes: Click "Save." The userʼs permissions will update immediately to reflect their new role. Note: Updating a userʼs role changes their access in kolum right away. Choose roles carefully to match what each user needs for their current work.

What's new

The role dropdown shows the new role names, and only Client Admins can assign or update roles.