Daysync allows you to manage user permissions by assigning different roles to members within your organization. Updating member roles ensures that each user has the appropriate level of access for managing tours and related activities.
There are 2 main types of roles on an organization:
Admin
Admins have the highest level of access within the organisation. They can access and manage all tours and members created under the organisation.
Member
Members have to be provided access to tours by admins. By default they are added as "View-Only" when added to a tour but cannot make changes. This role is typically assigned to crew members who only need to reference the schedule. You can provide edit access to members in the manage members section of tour settings.
Follow the steps below to change a member’s role.
Step 1: From the dashboard, navigate to the top-right corner and click the profile icon.
Step 2: From the dropdown menu, select Profile Settings.
Step 3: The My Profile page will open. From the left-hand menu, click People to view all members in your organization.
Step 4: Locate the member whose role you want to update.
Step 5: Click the options menu (three-dot icon) next to the member’s name.
Step 6: From the dropdown menu, select View Details.
Step 7: The member details panel will open. In the Details section, locate the Seat field.
Step 8: Click Change next to the Seat option to update the member’s role.
Step 9: After clicking Change, a role selection window will appear. Select the appropriate role you want to assign to the member.
Step 10: Click Change to confirm and apply the updated role.
Step 11: A success notification will appear confirming that the user’s role has been updated successfully.
Available Roles
When changing a member’s role, you can assign one of the following:
Admin: Provides full access to manage organization settings, billing, users, and all tours.
Member: Provides view-only access to the tours the user is assigned to.
Result
After updating, the member’s new role is applied immediately, and their access level is updated based on the selected permissions.
Conclusion
You have successfully learned how to change member roles in Daysync. Managing roles effectively helps maintain proper access control and ensures smooth coordination across your tour team