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How to change the role of a team member?

Learn to how to change role access for your team members

Daumante Kubiliunaite avatar
Written by Daumante Kubiliunaite
Updated over 5 months ago

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.
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The first step would be to go to your account settings and then click on "Manage team", and press on the three dots next to the member you want to change the role. You should then be able to click on the "Change Role" option. In the pop-up window, choose a new role for the member and save changes by clicking "Update".


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​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.

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