Learn how to change a member's Role from the Team Dashboard by following this step-by-step tutorial. 

Step 1: Log in to your Team Dashboard 

Step 2: Click on 'Members' in the left menu

Step 3: Double-click on the team member you want to make changes to (if you have more than one). If needed,

utilize the search bar to find members by their name, email, or ID.

Step 4: Click in the box next to the Member(s) that you would like to change and click 'Edit Role' button at the top of the page. 

Step 4b: You can also go to the Member Info tab the Members profile

Step 5: Choose the roles you wish to 'Add' or 'Remove' and click 'Save'

Have any questions? We love hearing from you!

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            (877)704-2687 CAN

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