How Do I Change or Edit User Roles in My Involve Asia Account?

How Do I Change or Edit User Roles in My Involve Asia Account?

If you need to adjust what a team member can access in your Involve Asia publisher account, you can change or edit their user role anytime.

This is useful when responsibilities change, or when you want to limit access for security reasons.


Step 1: Log In to Your Publisher Dashboard

Go to the Involve Asia website and log in with your registered email and password.


Step 2: Navigate to the Users Section

  • Click your profile icon in the top right corner.

  • Select Profile > Settings from the dropdown menu.

  • Go to the Users tab.


Step 3: Edit the Role

  1. On the user card of the person whose role you want to change, click the Edit Role button.


  2. Choose the new role from the dropdown list:

    • Owner – Full access to all account features and settings.

    • Sub-owner – Full access to most features except certain sensitive sections.

    • Admin – Can manage most dashboard activities but cannot access some reports or payment sections.

    • Finance – Focused on financial reports and payment settings with limited campaign access.
      (See the full User Roles & Access Table for detailed permissions.

  3. Click Save to confirm the changes. 


Step 4: Review the Updated Role

Once saved, the new role will be displayed on the user card and take effect immediately.
The user will see their updated access level the next time they log in.


Best Practices for Changing Roles

  • Assign the minimum necessary access for each user’s role.

  • Review and adjust roles regularly to match changing responsibilities.

  • Remove users who no longer need access to maintain account security.