Change roles
Promote or demote teammates from Settings → Team. You can only manage people at or below your rank, and you can't promote anyone to Owner.
As your team changes, you can update people's roles from Settings → Team. A few guardrails keep the role hierarchy intact.
- Role
- OwnerAdminManager
Owner, Admin, and Manager can change roles, but only for members at or below your own rank.
Where to find it
Go to Settings → Team and open the member you want to change.
Change someone's role
Open the member
In Settings → Team, select the teammate whose role you want to change.
Pick the new role
Choose a different role. Your change takes effect immediately.
The rules
- No promoting to Owner. You can't set anyone's role to Owner from here — that's handled by Transfer ownership, which there's exactly one of.
- You can't change your own role.
- At or below your rank only. You can only manage members at your role or lower — you can't act on someone ranked above you.
Demoting someone to Member makes them money-blind and project-scoped right away: they lose access to clients, invoices, money, and any project they're not explicitly on. See Money-blindness and Project access.
Troubleshooting
- I can't change a particular person. They're probably ranked at or above you. Only an equal-or-higher role can manage them.
- Owner isn't in the list. Promotion to Owner only happens via Transfer ownership.