Change a member's role

Workspace 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 workspace. Read how to transfer primary ownership of your workspace for details.
  • Owners can promote members to Owner and Admin. They can demote an Admin, but cannot demote another Owner.
  • Admins can promote other members to Admin, but cannot demote Owners and other Admins.

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

 

Promote an Owner or Admin

  1. Click your workspace name in the top left to open the menu. Team_Menu.png
  2. Select Manage 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 member, follow the steps above and click Remove Ownership or Remove Admin Privileges.

 

Change a member's role to Guest

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

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

  1. Click your workspace name in the top left to open the menuTeam_Menu.png
  2. Select Manage 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 workspace name in the top left to open the menu. Team_Menu.png
  2. Select Manage 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 member by clicking the Make full 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 member first.

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