Changing User Roles in Shelf

This guide explains how to change a user's role within your Shelf workspace while maintaining data integrity.

Understanding the Process

Changing a user's role in Shelf requires revoking their current access and re-inviting them with the new role. This process preserves all asset assignments and historical data while allowing you to modify their permissions.

Step-by-Step Guide

Step 1: Revoke Current Access

1. Navigate to Settings > Team
2. Find the user whose role you want to change
3. Click on "Actions" next to their name
4. Select "Revoke access"

Note: When you revoke access, the user becomes a Non-Registered Member (NRM). This ensures that all assets and data associated with this user remain intact in your database.

Step 2: Re-invite the User

1. Locate the user in the Non-Registered Members section
2. Click "Actions" next to their name
3. Select "Invite"
4. Choose the new role you want to assign
5. Confirm the invitation

Step 3: Monitor Invitation Status

You can track pending invitations in the "Pending Invitations" tab under Settings > Team.

Important Considerations

• During the transition period, the user will exist as a Non-Registered Member (NRM)
• All asset assignments and historical data are preserved throughout this process
• Once the user accepts the new invitation, they will automatically regain access to their associated assets
• The user will need to accept the new invitation to complete the role change

For any questions about changing user roles, reach out to our support team at support@shelf.nu.

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