Managing Teammate Roles

Note: this is an action that can only be performed by the Owner or Admin of a company profile. 

Access teammates 

1. Click on your name in the upper-right corner of any page, then select Teammates from the dropdown. 

2. On the Teammates page, select the user that you want to manage. Use the filters on the left sidebar to refine your search results.

Note: Admins cannot manage other Admins or the Owner.

You can filter teammates by: 

• Keyword search (name or email)
• Role 
  • Roles are only displayed if at least one teammate has been assigned the role type.
• Visible on company profile
  • Yes
  • No
• Status (account status)
  • Registered
  • Not Confirmed 
  • Deactivated

Manage teammate roles 

From the Teammates page

1. In the upper-right corner of the page, enter the name of the user whose role you want to manage in the search bar. 

2. Navigate to the Role column in the table and select their new role type from the dropdown. 

From the Teammate's profile 

1. Click the ellipsis icon to the far right of their name, then select Edit user from the dropdown. 

2. On the Account Information tab, navigate to the Role field, then select their new role from the dropdown menu. 

3. When you are finished, click the green button Update User in the lower-right corner of the page.