Manage members' roles

Learn how to effectively assign, adjust, and oversee roles for members within your organization for improved team management and productivity.

 

In this article, we will guide you on how to manage the roles of your members within the platform.

To access the "Members" section:

1️⃣ Click on your profile icon in the top-right corner of the screen.

2️⃣ Go to Admin.

3️⃣ From there, select the "Members" option.
 

 

 

How to manage members' roles

Need to update someone's role or remove a user? Here's how you can do it.

In the "Members" section, you can only select members with roles that have fewer permissions than yours, such as users and admins.

 

You have two options to update roles:

1️⃣ Bulk Update: Select multiple members at once to change all their roles simultaneously.

2️⃣ Individual Update: Click on the role column on the right side of their row to change each role individually.

For deleting members, you can:

1️⃣ Bulk Delete: Select multiple members for quicker removal.

2️⃣ Individual Delete: Click the trash icon on the right side of their row to delete members one by one.

 

Additionally, you can change a member’s role within the platform, switching them to Super Admin, Admin, or User. You’ll be able to manage the permissions associated with their role in the "User rights" section (see the "Manage user rights" article for more details).

If you make a mistake, don’t worry! We have a "Revert changes" button that allows you to undo the recent changes.