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

  1. To learn about role types, click here
  2. Ensure you're logged in with either the Manager or Owner role
  3. Open the Members table from your left navigation menu
  4. To edit a single member's roles:
    1. Click on the Details icon next to the member's name
    2. Under the Roles area, click "+ Assign Roles"
    3. Check the box next to the roles you'd like to add
    4. Uncheck the boxes next to the roles you'd like to remove
    5. Click outside the dropdown to close it.
    6. All changes are automatically saved.

  5. To edit the roles of multiple members at the same time:
    1. Check the boxes next to the members whose roles you'd like to edit
    2. Open the Bulk Actions dropdown menu
    3. Select "Edit Roles"
    4. 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
    5. Click "Save All" to finalize the new role assignments