Switch a Team Member role

Last updated: May 2026

Short summary

Use the three-dot action menu on the "Team members" page to change another Team Member’s role when your Company Role allows it.

When to use this feature

Use this when you need to:

• Promote a Member to Admin or Integrator.
• Revoke Admin or Integrator access.
• Transfer Ownership to another Team Member.

Step-by-step instructions

1. In the Business Portal, go to "Menu" → "Team".

!Screenshot: Open Team members

2. Find the Team Member in the "Team members" table. Use "Status", "Role", or "Search" if needed.
3. Open the three-dot action menu in the "Action" column for that Team Member.

!Screenshot: Review Team Member role

4. Select the available role action, such as "Make Admin", "Revoke Admin", "Make Integrator", "Revoke Integrator", or "Transfer Ownership".
5. Check the "Role" column to confirm the Team Member’s updated role.

Notes & limitations

• Available actions depend on your Company Role and the selected Team Member’s current role.
• Members and Guests do not have role-switch actions.
• You cannot change your own role.
• "Revoke Admin" changes the Team Member to Member.
• "Revoke Integrator" changes the Team Member to Member.

Troubleshooting

Q: I do not see any role actions.

A: Your Company Role may not allow role changes, or you may be opening the menu for your own user.

Q: Can I upgrade or downgrade myself?

A: No. Users cannot change their own roles.

Q: What happens when I select "Revoke Admin"?

A: The Team Member becomes a Member.

Q: What happens when I select "Revoke Integrator"?

A: The Team Member becomes a Member.