Roles and access
How do I change a colleague’s role?
An authorized user can choose from the roles available to them. The company owner’s role cannot be changed here.
What to do
- Open Users → Users and find the colleague.
- Select the pencil action to change their role and choose a role from the list.
- Save and check the role displayed beside the colleague.
This replaces the colleague’s previous roles in the current company. Their roles in other companies remain separate.