Manage team members
Update roles and remove team members from your organization.
Open in dashboardSettings โ Team
Overview
Below the Invite section, the Team tab lists current team members with their name, email, role badge, and last login. Each row has a menu for changing the role or removing the member.
When to use it
- Promoting a Manager to Head Manager
- Demoting a role after a change in responsibilities
- Removing a teammate who has left
How to use it
Video tutorial coming soon
- Open Settings -> Team.
- Find the team member in the list.
- Open the row menu (three-dot icon on the right).
- Pick Change Role โ a modal opens with the role selector. Pick the new role and confirm.
- To remove, pick Remove โ a confirmation modal warns the user will lose access. Confirm.
Tips & gotchas
- Hierarchy rules:
- OWNER can manage anyone.
- HEAD_MANAGER can only manage MANAGER level members โ not peers or higher.
- MANAGER / STAFF cannot manage anyone.
- You can't change your own role from this page โ ask the OWNER to do it.
- Removed members immediately lose dashboard access โ next time they sign in, they'll see an "access denied" state.
- Role changes take effect immediately โ the member's next page load respects the new permissions.
- Removing a user does not delete their historical records (sales, logs) โ only their access.