Demoting Administrators & Managers to Buyers

  • Updated

This article provides the steps for a Super Admin or a Local Group Administrator to demote a user to the Buyer role.

When to use it: Use this procedure when you need to remove an administrator or manager role from a user.

Prerequisite

  • You must be a Super Admin to demote any user.

  • You must be a Local Group Administrator (who owns the Local Group) or a Super Admin to demote a Local Group Manager.

Demote a Local Group / Panel Administrator to a Buyer

This action can only be performed by a Super Admin. Before a Local Group Administrator or Panel Administrator can be demoted to a Buyer, they must not own any Local Groups or Panels, have had their Admin Roles removed, and be removed as a Global Response Selection Approver.

Steps

  1. Transfer Ownership of Local Groups and Panels: Before proceeding, ensure the user does not own any Local Groups or Panels. You will need to transfer ownership before removing an Admin Role.

  2. Remove Admin Roles: Remove both the Local Group Administrator and Panel Administrator roles from the user's profile.

  3. Remove Global Response Selection Approver Rights:

    • Under Admin Tools in the menubar, select Global Settings.

    • Select Response selection approvers - GLOBAL.

    • Against the Approver, click the trash icon on the far right to remove them.

  4. Navigate to Local Groups and Users under the Admin Tools menu.

  5. Select to view the Admin/Managers in the Administrators Group.

  6. Locate the user and click the blue arrow icon to the right. Select the Demote this user option. 

  7. If all pre-demotion checks are complete, you will be able to proceed. Select a Local Group from the drop-down box to transfer the user to, where they will be registered as a Buyer.

  8. Click on the Demote button and confirm the action in the dialogue box.

Results / Validation

You'll receive a confirmation that the user has been transferred to the selected Local Group.

Demote a Local Group Manager to a Buyer

This can be actioned by either the Super Admin or the Local Group Administrator who owns the Local Group.

Steps

  1. Navigate to Local Groups and Users under the Admin Tools menu.

  2. Select to view the Admin/Managers in the relevant Local Group.

  3. Locate the user and click the blue arrow icon to the right. Select the Transfer user to a different local group option. 
     Note: You must transfer the Local Group Manager to a different Local Group to demote them to a Buyer; you cannot demote them within the same group directly.

  4. Select another Local Group to transfer the user to temporarily from the options available.

  5. Click on the Transfer button to confirm.

  6. Click the Browse All button on the left to view the list of all Local Groups and Users.

  7. View the Buyers in the Local Group you selected in the previous step, where you will find the user now registered as a Buyer.

  8. Again, click the blue arrow icon to the right of the user and select the Transfer user to a different local group option.

  9. Select the original Local Group and then click on the Transfer button to confirm the transfer back.

Results / Validation

The user will be successfully transferred back to the original Local Group, registered as a Buyer.

Troubleshooting

Issue Resolution

Warning messages appear when trying to demote an Administrator/Panel Administrator.

The user still owns Local Groups or Panels, has active Admin Roles, or is a Global Response Selection Approver. You must resolve these issues before demoting (see steps 1-3 above).

What's Next / Related