You can change a team member's role, update their name or phone, and change the email they log in with. This requires a role with permission to manage roles & members (typically Admins).
Before you start
Required role: a role with the Manage roles & members permission (typically Admins)
Where to find it: Settings → Team & Roles → Team Members
How to change a member's role
On the member's row, use the Role dropdown to pick a different role. The change applies immediately.
How to edit a member's details
Click the edit (pencil) icon on the member's row.
Update their Full name, Phone, or Role.
Click Save. Changes apply immediately.
How to change a member's login email
Email is the member's login identifier, so it's not edited in the main dialog. Open the member's ⋯ menu and choose Change email.
Frequently asked questions
Why can't I edit the email in the Edit member dialog?
Because it's the login identifier. Change it deliberately from the member's ⋯ menu → Change email.
