Change a member's role

As a Workspace Owner, you can assign and update member roles to give the access needed in a workspace. Roles available in a workspace are based on the solution set. For a list of roles, see Workspace roles.

Assign or update a role

To update a member’s role:

1

Go to Workspace Settings by clicking the People icon in the top left.

2

Find the person you’d like to update by searching or scrolling through the member list.

3

Double-click the role or click the edit icon . 

4

Select a role and press enter or click the check icon .

5

Click Apply Changes to finish.

Update multiple members

When you have several members to update, you can assign or remove roles in bulk to save time. It's best to select members together that you want to have the same role. For example, select every member you want to set as a Workspace Owner.

To update multiple member roles at the same time:

1

Go to Workspace Settings by clicking the People icon in the top left.

2

On the Members tab, check the box next to the members you want to update.
 

3

Click Edit Roles.

4

Check to apply a role or uncheck to remove a role. A dash in a checkbox indicates that some of the selected members already have this role. Roles that are grayed out cannot be assigned.
 

5

Click Apply to finish.