Assign or change user roles

Somebody gets promoted to shift lead and needs to build task lists. That's a role change, and it takes about ten seconds.

What you'll need

• Only Admins and Super Admins can change a role. Users and Roles isn't shown to Team Members.

Change someone's role

To change a role:

1. Select your name in the lower-left corner, then Settings.

   If you don't see it, open the side menu first.

2. Select Users and Roles.
3. Select the person to open User Details.
4. Choose Super Admin, Admin, or Team Member under Role.
5. Save the change.

It takes effect the next time they load a page. Nothing is emailed to them, so tell them yourself.

A role covers the whole company

This is the part people get wrong. A role isn't set per location. Someone made an Admin is an Admin at every location they're assigned to, and there's no way to make them an Admin at one site and a Team Member at another.

If you need to limit what someone reaches, change which locations they're assigned to instead. See Assign or remove users from locations.

The Account Owner can't be changed

One Super Admin is the Account Owner. Their page shows an Account Owner badge and the notice that they cannot have their role changed. To move it, use Transfer Ownership.

Common questions

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