How to revise member roles

Note: Only account owners and admins will have permissions to revise member roles.

Click image to enlarge. 

  1. Navigate to Settings from the main navigation
  2. The list of your account’s members will display in a table, which includes each person’s access level
  3. Click on the gray View Details button to the right of the desired member
  4. From the drawer that will slide in from the right, select Edit Access
  5. Click on the desired role. For a more detailed look at roles and permissions, click here.
  6. Select the purple Done button to save the changes

Role changes typically take effect immediately.