How to change a team member's role

Overview

Workspace Admins can change the role assigned to any team member, controlling what that person can see and do within the workspace.

When to use it

• You want to give a team member more or fewer permissions in your workspace

• A team member needs access to Settings or project management features they cannot currently see

• You want to restrict a team member's access after a role change

How to use it

Change a team member's role

1. Go to Manage → Team (or Members, depending on your workspace) in the left sidebar

2. Select Team (or Members, depending on your workspace)

   

3. Find the team member whose role you want to change. Click … to the left of their name and select View profile

4. Click the role dropdown on the right side of the screen under Access level

   

5. Select the new role

The team member's permissions update immediately to reflect the new role.

Requirements and limitations

• You must be a Workspace Admin or have a custom role with the Manage users permission to change team member roles

• The team member must already be a member of your workspace

FAQs

What roles are available and what can each one do?

See Preset user roles and access rights for a full breakdown of what each role can access and do.

I changed a team member's role but they still can't see Settings. What should I do?

Ask them to refresh the page or log out and back in. If the issue persists, contact support@smartcat.ai.

Can I create custom roles with specific permissions?

Yes, you can create custom roles with specific permissions by adding a User Access Level.