How to change a workspace member’s role

How to change a workspace member’s role

Change a member’s role when you need to update what they can access or do in your workspace.

Before you start

  1. Make sure you have permission to manage workspace members. Only the Workspace Owner and Workspace Admins can manage workspace members.
  2. You can only assign roles based on your workspace plan, available licenses, and your own permission level.

How to change a member’s role

  1. Open the workspace where you want to update a member’s role.
  2. Open the Workspace menu. Select Workspace settings.


  3. Go to Members in Free plan or Members & Guests in paid plans.


  4. Find the member whose role you want to update. Open the role dropdown next to their name.


  5. Select the new role you want to assign.

The member’s access will be updated based on the new role.

Note

  1. You cannot assign a role that is higher than your own permission level.
  2. On paid plans, Workspace Owners, Admins, and Editors require licenses. If there are no available licenses, you may need to add more licenses before assigning a paid role.
  3. To transfer ownership, use the workspace ownership transfer flow instead of changing a member’s role.
Need more help?
If this does not solve your issue, contact support and include a screenshot if possible.

    • Related Articles

    • How to manage members and guests in a workspace

      Use the Members & Guests in the Workspace settings to review who has access to your workspace and manage their roles, licenses, and access. Before you start Only the Workspace Owner and Workspace Admins can manage workspace members and guests. The ...

    • How to promote a Guest to a Workspace Member

      Promote a Guest to a Workspace Member when they need ongoing access to the workspace instead of access to only specific boards or folders. Before you start Guest management is available on paid plans. Only the Workspace Owner and Workspace Admins can ...

    • How to remove users from a workspace

      Remove users when they no longer need access to your workspace, helping you keep workspace membership, permissions, and shared content secure and up to date. Before you start On paid plans, users may be either workspace Members or Guests. Removing ...

    • Workspace settings overview

      Use Workspace settings to manage your workspace information, members, plan, security, and other workspace-level options. Before you start The tabs and actions available in Workspace settings depend on your workspace role and plan: Workspace Owner and ...

    • How to use Workspace Library to manage workspace assets

      Use Workspace Library to store and manage reusable assets for your workspace, such as themes, templates, images, and custom fonts. Before you start Workspace Library is available on the Pro and Business plans. Workspace Library assets can be used ...