Change a role when someone’s responsibilities or need for dashboard access changes. Check Roles and Permissions for the access each role provides before making the change.
Owner: the only role that can grant or manage Admin access
Admin: can manage Users and Employees, but can’t change the Owner or another Admin
Owner role: can’t be changed or transferred
Change the Role
Open Team.
Open the person’s entry.
Choose the new role.
Review the change and save.
Only the Owner can grant or manage Admin access. The Owner role can’t be changed or transferred.
Moving Between User and Employee
Change | What happens |
User → Employee | Removes their dashboard access to this organization while keeping their person record. |
Employee → User | If the person was a User before, their existing login can be used. A person originally created as an Employee may need the invitation or sign-in steps shown by the product. |
After granting dashboard access, check their account permissions using Manage Access to an Account.
Review Card Access Separately
Changing a person’s role and changing the cardholder on an issued card are different actions. An issued card keeps its recorded cardholder.
If your goal is to stop card spending, use Freeze or Unfreeze a Card or Close a Card.
Need Help?
Contact us through the support widget or at [email protected] with your organization name, the team member’s sign-in email, and the role change you’re trying to make.