How-To GuideBeginner3 min read

Step-by-Step: Changing a Team Member's Role

Change team member roles in Local Business Pro to adjust permissions when responsibilities change.

Quick Answer: Click on the team member's card in Account > Team, find the role setting, select the new role, and save. Their permissions update immediately.

Changing a Role

  1. Navigate to Account > Team
  2. Find the team member in the grid
  3. Click on their card to open details
  4. Find the Role dropdown
  5. Select the new role (Admin, Editor, or Viewer)
  6. Confirm or save the change
  7. Their permissions update immediately

When to Change Roles

  • Promotion - Give more access as responsibilities grow
  • Role change - Adjust permissions for new position
  • Security concern - Reduce access if needed
  • Temporary projects - Increase access for specific projects

Frequently Asked Questions

Q: Will they be notified of the role change?
A: Depending on notification settings, they may receive an alert. It's good practice to inform them directly.

Q: Can I change the owner's role?
A: No, the account owner role is permanent and cannot be changed.

Tags:

teamrolepermissionschangehow-to

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Last updated: February 1, 2025