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Help guide

Edit a user’s roles

Change a teammate’s feature access while respecting role restrictions.

Overview

Roles control feature-specific viewing, editing, approval, and administration. You need user-edit permission and sufficient rank to manage the selected member and roles.

Update roles

  1. Open the member

    Find the accepted member in User Management and open the role editor.

  2. Choose the access

    Keep at least one role and select the feature roles the person actually needs. Review the available viewer and editor combinations.

  3. Save and verify

    Save and have the member reload the affected workspace.

A role or member is locked

You cannot edit yourself through the member table or grant roles above your effective rank. Ask another authorized owner to make changes that your account cannot perform.

Availability and access

Availability depends on your organization access and assigned permissions.

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