Managing Team Members

Viewing Members

Navigate to the Users page to see all members. Each entry shows the member's name, email, role badge, and an actions menu.

Changing a User's Role

Requires Owner or Admin role.

  1. Find the member on the Users page
  2. Click the actions menu (three dots)
  3. Select Edit Role
  4. Choose the new role (Admin, Editor, or Viewer)
  5. Click Save

The change takes effect immediately.

The Edit Role option is not available for the Owner. To change the Owner, use the ownership transfer process below.

Removing a Member

  1. Click the actions menu for the member
  2. Select Remove
  3. Confirm in the dialog
Removal is immediate and cannot be undone. The user loses all access and would need a new invitation to rejoin.

Transferring Ownership

The Owner cannot be removed directly. To remove the Owner or change who owns the organization:

  1. Click the actions menu for the Owner
  2. Select Transfer & Remove
  3. Select the new Owner from the member dropdown
  4. Click Transfer & Remove to confirm

The selected user becomes the new Owner, and the previous Owner is removed from the organization.

This is a combined operation -- the previous Owner is removed after transfer. If you want to keep them as a member, the new Owner must re-invite them and assign a role.

Next Steps