Skip to main content

How to change a team member's role

Team member access is controlled through roles. Changing a member's role updates what they can see and do across cards, wallet, and team management.

  1. Go to User Access and tap the team member to open their details.

  2. Tap "Edit Team Member".

  3. Select the new role from the "User role" dropdown.

  4. Tap "Save Edits".

Please Note: You cannot change your own role or the owner's role. See [Roles explained] for a full breakdown of what each role can access.

Did this answer your question?