When a new team member is added, assigning them a role is part of the initial account creation process. Steps detailed on this page can be followed if you need change the role(s) for an existing team member.
If you are a multi-company profile user with an administrator or manager role, you can change the role associated with other lesser-role team members. The following rules apply:
| Your role | Allowed role changes |
|---|---|
For more information please see our Roles & permissions summary page.
Step 1 Access team members for your own company profile.
Step 2 Click the name of the user account that you want to update:
Step 3 The user roles tab is displayed and you'll see which roles are currently assigned for this account:
Step 4 Assign (and/or remove) roles as needed by clicking the appropriate assign role / remove role button.
Step 5 Save changes.
Administrator
Can promote accounts to roles up to and including manager level (e.g. change a user account to a manager account).
Can reduce other non-administrator accounts to a lesser role (e.g. change a manager account to a user account).
Manager
Can promote accounts to roles up to and including user level (e.g. change a read-only account to a user account).
Can reduce other non-manager accounts to a lesser role (e.g. change a user account to a read-only account).
