How to Change User Account Types

VanillaSoft offers five different account types, each providing a unique set of features tailored to various user needs. To understand what each account type offers, refer to our Account Types in VanillaSoft article. When an account type is modified, the user will need to log out and back in for the changes to take effect. This guide will walk you through the steps to change an account type within VanillaSoft.

Steps to Change Account Type

1. Access Users Section: From the Admin homepage, select the Users section from the top menu.

2. Manage User Licenses: Click on the Manage User Licenses tab.

3. Find the User: Either search for the user using the search bar or locate them in the user list.

4. Select New Account Type: Open the drop-down menu in the Account Type column next to the user’s name and select the desired account type.

5. Save Changes: Once you have selected the new account type, click Save.

Changing the account type in VanillaSoft is a straightforward process that ensures users have the appropriate access and features for their roles. By following the steps outlined above, you can easily manage and update user account types.