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'.
Step 3: Double-click on the team member you want to make changes to. If needed,
utilize the search bar to find members by their name, email, or ID.
Step 4: Click on 'Member info' and scroll down to 'Roles' to change the role.
Step 5: Select a new role and click on 'Save' at the bottom of your screen.
Step 6: To update multiple members 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 7: Choose the roles you wish to 'Add' or 'Remove' and click 'Update members'.
Your member(s) role(s) will now show as updated on the Member page.
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
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