Assigning Roles to Members

Only admins can assign or change roles. Here is how to give someone the right level of access.

Step-by-step

1. Go to People and find the member.
2. Open their profile.
3. Find the Role field — it shows their current role (Admin, Staff, Leader, or Member).
4. Select a new role from the dropdown.
5. Save the changes.

The person's access updates immediately.

Good to know

• Be careful when assigning the Admin role — admins have full control over your entire account, including the ability to change settings and manage other team members.
• Downgrading someone's role takes effect immediately. They will lose access to features their new role does not include.
• You cannot remove the Admin role from yourself if you are the only admin — there must always be at least one.
• Role changes do not send a notification to the person. Let them know if their access has changed.

What's next?

• See what each role can do
• Invite your team