How to Edit or Remove Team Members
Only Admin users can edit or remove team members. You can adjust roles to change access levels or remove users who no longer need access. All role changes take effect immediately, and members are notified automatically.
1. Go to Your Dashboard
Note: Only Admin users can edit or remove another team member.
2. Open Settings
From the left-hand navigation panel, click Settings.
3. Select Team Members
In the Settings menu, click Team Members to open your list of current users.
4. Edit Role
Click the pencil icon next to a team member’s name to edit their role. You cannot edit or delete the user marked Owner, who created the account.
5. Select New Role
Choose the new role (Manager or Admin) from the dropdown menu.
6. Click Update
Click Update to save changes. The user will receive an email notification confirming their new role.
7. Remove a Team Member
To remove a member, return to the Team Members list, find their name, and click the trash can icon.
8. Confirm Deletion
Click Delete to permanently remove the user from your business account.
Why This Matters
Keeping team roles current helps maintain the security and integrity of your account. Removing inactive users and assigning the right access level prevents unauthorized activity and ensures everyone has the right permissions for their work.
Important Notes
- Role changes take effect immediately.
- Users receive an email notification when their role is changed or removed.
- Only Admins can assign or modify user roles.
- You cannot modify your own role.
- The user who created the account for your business is marked as Owner in the list and cannot be deleted and must remain an Admin.
- Users created before role management was introduced default to Admin until changed.
Best Practices
- Limit the number of Admins to maintain account security.
- Review roles regularly to ensure permissions are appropriate.
- Record any changes to roles for internal accountability.
- Follow the principle of least privilege when assigning access.