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Open Team, use the role menu on the person's row to pick the new role, and they are signed out so the new role applies when they sign in again.

Only an admin can change a role.

  1. 1 Open Team.
  2. 2 In the People card, find the person under Joined.
  3. 3 Open the role menu on their row and pick the new role. The menu lists your firm's roles, with Admin last.

The change takes effect at once. A message confirms it, for example that the person is now on the role you picked. Their sign-in on every device ends, and the new role applies when they sign in again. The change goes into the audit trail as Role changed, with the old and new role names.

These cases refuse the change or offer no menu:

  • You cannot change your own role. Your row says You cannot change your own role.
  • A firm always needs at least one admin. To step down as the only admin, make a colleague an admin first. They can then change your role.
  • A disabled person's role menu is greyed out. Re-enable them first.
  • Picking the role the person already holds changes nothing.

To use a role that is not in the menu, add it first. A role on a pending invitation cannot be changed. Withdraw the invitation and invite the person again with the right role.