Every person registered within your organisation has one of three roles that they’re given when signing up:
- Owner - The Owner is the workspace owner, they have access to all features and oversee the management of the workspace, including billing, subscription, and adding or removing members.
- Admin - The Admin has access to all features including the ability to upgrade or downgrade members.
- Sales - Those in Sales have a higher level of access to the workspace than a member, with access to basic rate data
- Member - Members are just regular users, with access to all features.
To change a team member's role:
- Click on the three dots on the right-hand side of the individual profile
- This will display all the access levels available
- Select the appropriate level
- The new level will be displayed alongside the name of the individual
Check out the demo below 👇