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How to Change the Role of a Team Member

A step by step guide on changing the permissions of a Team member

Oz Osbaldeston avatar
Written by Oz Osbaldeston
Updated over 3 months ago

Managing team roles is essential for ensuring that users have the correct permissions and responsibilities. Here’s how you can change the role of a team member.

Steps to Change a Team Member's Role:

  1. Go to Settings and navigate to Organisation Settings > Users.

  2. Edit the User whose role you'd like to amend

  3. Change the Role: Update the user’s role based on what permissions they need within the team.

  4. You also have the ability to remove that user from a Team by deselecting the Team they are currently enrolled in.

Important Note:

Only users with the correct permissions can edit the roles of team members. Ensure you have the necessary access to manage team roles.

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