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Manage roles for existing members

Learn how to change member roles and permissions.

Updated over a month ago

To change member roles, you must have the same role or a higher role than the member you are modifying.

If you need to modify the role a member has, follow the steps below:

  1. While logged in, click People at the top of your account.

  2. In the new modal that appears, select Manage people.

  3. Find the member you wish to modify, then click the ellipsis ⋮ .

  4. Depending on what current role the member has, you will see various options; select the modification you wish to apply the change immediately:

    1. Promote to account owner

    2. Revoke account ownership

    3. Promote to organization member

    4. Demote to limited dashboard access

    5. Manage dashboard access (only for limited access members)

    6. Resend invite

    7. Delete user

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