Changing One or More Members' Roles
You can add or remove one or more members' roles using the single-user Actions drop-down, or the Bulk Actions drop-down
- To learn about role types, click here
- Ensure you're logged in with either the Manager or Owner role
- Open the Members table from your left navigation menu
- To edit a single member's roles:
- Click on the Details icon next to the member's name
- Under the Roles area, click "+ Assign Roles"
- Check the box next to the roles you'd like to add
- Uncheck the boxes next to the roles you'd like to remove
- Click outside the dropdown to close it.
- All changes are automatically saved.
- To edit the roles of multiple members at the same time:
- Check the boxes next to the members whose roles you'd like to edit
- Open the Bulk Actions dropdown menu
- Select "Edit Roles"
- In the right drawer, for each member, check the box next to the the roles you'd like assigned, and uncheck the roles you'd like removed
- Click "Save All" to finalize the new role assignments