Change roles and remove workspace members

Change a role

1. Open Team as the Owner or an Admin.
2. Find the active member and use their Role control.
3. Choose an allowed role and wait for Member role updated. The new permissions take effect on subsequent actions.

Protected roles

You cannot change your own role. The Owner role cannot be changed through Team. Only an Owner can grant Admin access; an Admin cannot change or remove another Admin. Use an Owner to handle those cases.

Remove a member

1. Select the member’s Remove action.
2. Read the confirmation and check the person you are removing.
3. Select Remove member. They immediately lose access to this workspace; their business records and historical activity remain.

Invitations and returning members

Revoking a pending invitation prevents it from being accepted; it does not remove an active member. Use the correct action for the person’s current state. If someone should return later, send a new invitation when team access and allowance permit.

If a save says the team changed, refresh before retrying. During the trial, active members and unexpired pending invitations occupy the five available places, including the Owner.