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.