Have you ever wondered if you could change the role of one of your team members? You can do that in your account settings.

Step 1: Go to your account settings.

Step 2: Once you click on the "Manage team", press on the three dots next to the member you want to change the role.

Step 3: Click on the "Change Role" option. In the pop-up window, choose a new role for the member and save changes by clicking "Update".


Note: Every role has different access to the account. Please check the roles and what they can do below.

Admin - can manage the subscription, invite users, and create folders and reports.

Manager - can invite users, and create folders and reports.

Editor- can create reports within assigned folders.

For more information about changing member roles, please see the video below:

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