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.
- Find the member on the Users page
- Click the actions menu (three dots)
- Select Edit Role
- Choose the new role (Admin, Editor, or Viewer)
- 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
- Click the actions menu for the member
- Select Remove
- 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:
- Click the actions menu for the Owner
- Select Transfer & Remove
- Select the new Owner from the member dropdown
- Click Transfer & Remove to confirm
The selected user becomes the new Owner, and the previous Owner is removed from the organization.
