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Change a team member's role

Change a team member between the Administrator and Member roles.

In this guide
  1. Select the member
  2. Choose a role
  3. Review before changing the role

1. Select the member

Open More, then Members under Team Management. Select the person whose access you want to change, then tap Change Role.

You cannot change your own role from this screen. Only another member managed by an administrator can be selected.

Select the member whose role needs to change.

2. Choose a role

Administrators can manage team information, members, and important settings. Members can participate in everyday transaction and inventory work.

A check mark identifies the current role. Tapping a different role applies the change immediately and updates the role shown in the member list.

Choose Administrator or Member according to the access the person needs.

3. Review before changing the role

Grant Administrator access only to trusted team members because administrators can change operational settings.

Before reducing access, confirm who will take over the member’s administrative work and that another administrator remains available.

Check the current role before selecting a different level of access.
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