Update staff role & access level

You can update a user’s role at any time. Need a refresher on the different role options? Check out this article.

How to update a Staff role:

1. Go to “Team & Resources”.
2. Locate the staff member whose role you want to update.
3. Click the “More Options” menu by selecting the ellipsis icon (⋮) in the staff row.
4. Select “Update Access.”
5. Choose “YES” or “NO” to add or remove access for this staff member, or update the role by clicking on the role input field. If you are upgrading this staff member, you will be prompted to define a role and provide an email address to invite this user to join your organization. Check the invite flow here.‍
6. Click “Save Access Settings.” You’re done!

🔒 Can’t access this feature? Access to the complete feature or functionality may be limited by your role within the organization. For more details, please refer to this article. 

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