Change a team member's role

Team Owners and Admins can manage the roles and permissions of other members on their team.

Who can manage roles

  • Primary Owners can promote and demote Owners and Admins. You cannot promote someone to be a Primary Owner, however, you can transfer ownership of a team. See Transfer primary ownership of your team for details.
  • Owners can promote team members to Owner and Admin. They can demote an Admin, but cannot demote another Owner.
  • Admins can promote other team members to Admin, but cannot demote Owners and other Admins.

Warning: Use care when promoting other team members. Depending on your role, you may not be able to demote them afterwards.

 

Promote an Owner or Admin

  1. Click your team name to open the Team Menu
  2. Select Manage team members.
  3. Click the arrow  next to the team member you'd like to promote.
  4. Select Make an Admin or Make an Owner.

Demote an Owner or Admin

If you need to demote a team member, follow the steps above and click Remove Ownership or Remove Admin Privileges.

 

Change a team member's role to Guest

Keep in mind: Guest accounts are available to paid teams. See Multi-Channel and Single-Channel Guests for more.

Any team member's role can be changed to a Multi-Channel or Single-Channel Guest:

  1. Click your team name to open the Team Menu.
  2. Select Manage team members.
  3. Click the arrow   next to the team member you'd like to change to a Guest.
  4. Click Convert to Guest.
  5. On the next screen, click either a Multi-Channel Guest or a Single-Channel Guest.
  6. For Single-Channel Guests, select the channel they should belong to, then click Confirm.
  7. For Multi-Channel Guests, click Confirm. You'll then be able to edit the channels they can access.

Note: If the account is currently an Owner or Admin, you must first click Remove Privileges before you'll see an option to convert their account to a Guest.

Change a Guest's role

  1. Click your team name to open the Team Menu.
  2. Select Manage team members.
  3. Click the Guest Accounts tab.
  4. Select the team member you'd like to change.

From here you can:

  • Change the Guest to a full team member by clicking the Make full team member button
  • Change a Single-Channel Guest to a Multi-Channel Guest by clicking the Convert to Multi-Channel Guest link
  • Change a Multi-Channel Guest to a Single-Channel Guest by clicking the Convert to a Single-Channel Guest link

Note: You can't directly promote a Guest to Admin or Owner. You'll need to make them a full team member first.

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