Promote Reader to Team Member (and reverse) w/o deleting user acct | Voters

Promote Reader to Team Member (and reverse) w/o deleting user acct

complete

Mike Boe

Its odd to me i don't have a way to promote a user from a reader to a team member (and the reverse). As of now, it appears my only option is to delete the reader account and re-issue as a team member. Would it be possible to just have all user accounts in a single bucket with the ability to select their rights (and toggle them as the role of the user changes)?

June 4, 2021

D360 Product Management

marked this post as

complete

D360 Product Management

Hi All - Please be informed that this feature has been shipped as part of September main release. Kindly refer to the below article to know more about this feature.

https://docs.document360.com/docs/reader-accounts

Document360 Engineering

marked this post as

in progress

Caroline Tabach

Thiru IS there any update on this feature.

D360 Product Management

Merged in a post:

Convert Reader to Team

Shawn Wilson

It should be easy to give a Team account to a Reader. The three-dot menu on the Readers list could say "Create Team Account", which would open the "New Team Account" panel, with the person's name and email address pre-populated.

February 12, 2024

Kerensa Becker

We also need the ability to change an SSO team account user to a regular logged-in user. Currently, we'd have to delete the SSO user and the team account but would lose all the Contributor associations.

Abby Dong

We are starting to scale and it's a very tedious process to remove the reader account, then re-add them as a team account. We could save a lot of time by being able to convert a reader to a team account.

Parameswary Annamalai

+Frédéric SaintCharles

Thiru

Merged in a post:

Add ability to change reader accounts to editor accounts

Liam Tanner

It would be useful if we could upgrade or downgrade account permissions. For example, sometimes we will need to change a user's reader account to an editor account, or vice versa. This means deleting their current account and creating a new one, resulting in a new welcome email and the user needing to set a new password. This is a poor user experience, and it would be much better if we could upgrade or downgrade their existing account as required.

August 26, 2023

Thiru

Liam Tanner Caroline Tabach thanks for your feedbacks, and we do have vice versa scenario to be addressed as well. We will have this in our analysis and take it forward after initial launches of the 2.0 portal.

Appreciate your understanding and effort to write back to us.

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