Changing someone's role

How to change a role

1. Open Members.
2. Click the current role next to the member's name.
3. Pick the new role and confirm.

The change takes effect immediately. The member doesn't need to sign out and back in.

Common patterns

• New hire ramping up → start as Member, promote to Admin later.
• Outgoing employee → demote to Guest during transition, then remove.
• External auditor → invite as Guest.

Audit trail

Every role change is logged with who made it and when. See Settings → Audit log.