By changing the user’s role you can manage the level of access and permissions each team member has. As the company evolves, team members may take on different responsibilities, and updating their roles ensures that they have the right permissions to perform their tasks efficiently.

For instance, you might promote a user from a Member to an Admin if they need more control over the workspace or grant them access to manage profiles, lists, or other important data.

✅ Workflow for Web

✅ Workflow for Mobile

Let’s get started 🚀

Step 1: Click on the down caret (⌄) alongside your workspace.

Step 2: Select Users.

You can view all the users you have invited and manage them by assigning roles or removing them👇

Step 4: Click the down caret (⌄) next to the user whose role you want to change.

Step 1: Tap on the Menu (hamburger icon).

Step 2: Tap on the Users .

You can view all the users you have invited and manage them by assigning roles or removing them👇

Step 3: Tap on the horizontal ellipsis (⋯) next to the user whose role you want to change.

Step 4: Tap on User Permissions.

Step 5: Tap on down caret (⌄) to change the user role. Once done, then tap on the Save button to save your changes.