Switch a Director to a Parent

Change a director member to a parent in the Presto Assistant system.

Who is this for? #

Any director who needs to switch a director to a parent.

A director can always see more data in your organization than a parent, like the following:

  • Checklists
  • District-wide library
  • Forms
  • Inventory audits
  • Organization settings
  • End of Year Process

Switching a director to a parent will remove access to the features listed above while retaining the member's account and any permissions they have.

Detailed steps #

Tip

If a District Admin needs to switch a director to a parent, use the "Switch to organization" button to view an organization as a director with all permissions. Then follow these same steps.

  1. Navigate to the details page for the director.

  2. Press the Edit button in the upper right corner of the page.

Director details page highlighting the edit button.

Press the "Edit" button
  1. Scroll to the bottom, finding the "Danger Zone", and press the "Switch Role" button.

Director danger zone with Switch Role button highlighted.

In the Danger Zone, press the Switch Role button.
  1. In the confirmation dialog that appears, verify that you want to switch the member. Press the "Yes, Switch" button to proceed.

Confirmation dialog to switch director to a parent, highlighting the submit button.

Verify the information and press the purple Switch button

This member will now appear in the parent data for your organization.

Next steps #

  • The new parent member will retain all permission levels they already had. If you need to adjust these, see the Manage User Permissions support article.

Find what you need

Need help using Presto? Get in touch!

Contact Us