Admins can now update a user from a Learning Team User to a Business User directly from the user's profile page.
To make this change, navigate to Settings > Users, open the user's profile, and click Change Type.
This will allow admins to:
Update user types instantly as roles evolve, without contacting support.
Manage access levels and license usage directly from the platform.
Reassign ownership before confirming the change to avoid gaps.
What changes when a user becomes a Business User
Business Users have a more limited access level. When the change is made, the following will happen automatically.
Access removed
The user will lose access to: Home, Insights, Programs, Design, Events, Budgets, Teams, and Settings.
Ownership and roles removed
The user will be removed as:
The owner of any requests, programs, projects, and designs they currently own
The default request owner on any request forms
The owner of any project templates
A facilitator on any events they are assigned to
A member of any learning teams they belong to
Reviewer reassignment
If the user was a reviewer on any requests, they will be automatically reassigned as a Business Reviewer on those same requests.
Required owner fields
If the user was the sole owner of a program, project, or goal (where owner is a required field), the owner field will display as "Owner required." For objects where ownership is not required, they will simply be removed as owner.
Paid license
Changing a user to Business User will free up a paid license on your account.
Important: review ownership before confirming
Admins will be shown a warning before the change is confirmed and advised to reassign any ownership ahead of time. Admins are not automatically notified of items left without an owner after the change — this review should happen before confirming. The affected user will receive a notification when their user type is updated.
