There are times when you need to change the role of a team member, if you would like to learn how to achieve this change, please follow the steps provided below.
The first step is to click on your account, find "Settings", then click on "Manage team", and press on "Manage Profile" next to the team member you want to change the role for. In the pop-up window, choose a new role for the member and save changes by clicking "Update".
You can also quickly access the Manage Team view by clicking on "Add member" on the homescreen:
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.