How to Change or Remove User Roles

Overview:

Admins can change a team member’s role or remove them from the account entirely.

• Changing roles updates access immediately.

• Removing a user revokes access and frees up a seat.

Steps:

1. Go to Account → Team Management.

2. Locate the team member.

3. Choose Change Role or Remove.

4. Confirm.

Tips:

• Review team roles quarterly to avoid redundant access.

• Use “Remove” instead of “Deactivate” for now, as deactivation isn’t supported yet.

• Communicate role changes to avoid confusion.