Click the video below for instructions on how to change a member's role from the Team Dashboard or keep scrolling for a step-by-step tutorial:
Step 1: Log in to your Team Dashboard
Step 2: Click on 'Members'
Step 3: Use the search bar to look up members by Name, Email, or Employee ID
Step 4: Click in the box next to the Member(s) that you would like to change.
Or apply 'Filters' to search for Members by 'Role' or 'Team'. Once you have entered your search fields, click 'Apply Filters.'
Step 5: Click 'Edit Role'
Step 6: Choose the roles you wish to 'Add' or 'Remove' and click 'Save'
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