How do I know which Roles a User has?

Created by Nick Duell, Modified on Wed, 18 Sep at 7:49 AM by Nick Duell

Roles in Droplet define what users can access and do within your organization’s account. Droplet makes it easy to see, add, or remove roles for any user. Knowing which roles are assigned to a user is essential for managing permissions and ensuring users have the right access.

Viewing a User’s Roles

To see the roles assigned to a specific user, follow these steps:

Navigate to the Organization page.

Click on the Accounts tab (it may already be selected).

Here, you’ll find a list of all users who have a Droplet account. Below each user’s name and email address, you’ll see the role(s) they are assigned. Some users may have just one role, while others might have several.

Finding All Users with a Specific Role

If you’re looking for all users who have a particular role, you can use the Filter feature:

Go to the Accounts tab on the Organization page.

Use the Filters icon to the right of the search bar.

Select the Role field and choose the role you want to filter by.

This will display a list of all users in your organization who have that specific role, allowing you to quickly identify which users have the access you’re looking for.

Adding or Removing Roles

If a role isn’t listed for a user, but needs to be assigned, you can easily add it:

From the Accounts tab, click the three-dot menu on the user's card and select Manage Roles.

From this window, you can select additional roles or deselect roles to remove if they no longer apply. Click Save Roles.