Manage team roles

Every member has a role that controls access across projects, work orders, and settings.

Invites can only assign Member or Admin. Owner is for the workspace owner (and special transfers).

On the web

1. Open Team, then choose Team members.
2. In the member's Actions column, select the edit (pencil) control.

3. Pick the new Role, then select Save.

In the mobile app

1. Open account → Team → Team members.
2. On the member card, tap Change role.

3. Pick the role and tap Confirm.

Changes apply the next time the member loads the app or refreshes.

Need to add someone first? See Invite your team.