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You can update a member’s name or role at any time from the Members page. Role changes take effect immediately, so the member will notice the difference as soon as they next interact with the platform.
Only administrators can edit member details and roles.
1

Locate the member

Open Members in the left-hand menu. Use the search bar to find the person by name, email, or role.
2

Click the edit icon

Select the pencil icon on the member’s row.
If you click the edit icon on your own user, you will be redirected to your profile page to update your personal details.
3

Update the details

Edit the Name and/or Role (Administrator, Manager, or Member), then confirm to save.
Changing a role expands or restricts the member’s permissions immediately. Confirm with your team before making critical changes.

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Quick tips

  • Promote someone to Manager if they need to monitor teams and reports, but should not access account-level settings.
  • Keep the number of Administrators to a minimum to protect your workspace.