Change a member's role

Owners and Admins of a workspace or org can assign a role to any member, and even change it later on. Keep reading to learn how.

Warning: Use care when promoting Owners and Admins. Depending on your role, you may be unable to demote them later. Review who can manage roles below. 

Who can manage roles

Only people in administrative roles can manage roles for other members and guests. Below is an overview of the actions each administrative role can take.

Free, Standard, and Plus plans

Enterprise Grid plan

	Workspace Admins	Workspace Owners	Workspace Primary Owner
Promote Workspace Owners		✓	✓
Demote Workspace Owners			✓
Promote Workspace Admins	✓	✓	✓
Demote Workspace Admins		✓	✓
Manage guest roles	✓	✓	✓

Org-level permissions

	Org Admins	Org Owners	Org Primary Owner
Promote Org Owners		✓	✓
Demote Org Owners			✓
Promote Org Admins	✓	✓	✓
Demote Org Admins		✓	✓

Workspace-level permissions

	Workspace Admins	Workspace Owners	Workspace Primary Owner
Promote Workspace Owners		✓	✓
Demote Workspace Owners			✓
Promote Workspace Admins	✓	✓	✓
Demote Workspace Admins		✓	✓
Manage guest roles	✓	✓	✓

Tip: The current Primary Owner can transfer ownership to another member, but only one person can have that role a time.

Manage Owner/Admin roles

Review your role's permissions, then use the steps below to promote or demote Owners and Admins.

Free, Standard, and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. To promote someone, select Workspace Owner or Workspace Admin . To demote someone, click Workspace Admin or Full Member.
5. Click Save.

Org level

Org Owners and Admins can manage org-level administrative roles:

1. From your desktop, click your workspace name in the top left.
2. From the menu, click Administration, then Organization Settings.
3. Click People in the left sidebar, then select Members.
4. Search for a member, then click their name to view their profile.
5. Click the  three dots icon. To promote someone, choose either Make Org Owner or Make an Org Admin. To demote someone, choose Convert to Org Member.

Additionally, Org Owners and Admins can manage workspace-level administrative roles from the Org dashboard:

1. From your desktop, click your workspace name in the top left.
2. From the menu, click Administration, then Organization Settings.
3. Under  Organization, click Workspaces.
4. Click on a workspace name. 
5. Select Members.
6. Next to a member's name, click the  three dots icon. To promote someone, choose Make a Workspace Admin or Make a Workspace Owner. To demote someone, choose Convert to Org Member.

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Workspace level

Workspace Owners and Admins can manage administrative roles for their workspace:

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. To promote someone, select Workspace Owner or Workspace Admin . To demote someone, click Workspace Admin or Full Member.
5. Click Save.

Manage guest roles

On the Standard, Plus, and Enterprise Grid plans, you can invite guests to your workspace(s). Use the steps below to manage guest roles.

Change a Full Member to guest

Standard and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. Select Multi-Channel Guest or Single-Channel Guest and click Next.
5. Enter the channel(s) the guest will have access to and set a time limit if you'd like.
6. Click Make guest.

Org level 

At the org level, Org Owners and Admins can't change a Full Member to a guest. Workspace Owners and Admins can make this change if the member is only in one workspace.

Workspace level

Workspace Owners and Admins can change a Full Member to a guest if the member is only in one workspace:

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. Select Multi-Channel Guest or Single-Channel Guest and click Next.
5. Enter the channel(s) the guest will have access to and set a time limit if you'd like.
6. Click Make guest.

Note: To convert Workspace Owners and Admins to guests, you’ll need to change them to a Full Member first.

Change a guest's role

Standard and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member you'd like to change and select Change account type.
4. Select Full Member, Multi-channel guest or Single-channel guest and click Save or Next.
5. If you selected Multi-channel guest or Single-channel guest, enter the channel(s) the guest will have access to and set a time limit if you’d like, then click Make guest.

Org level 

Org Owners and Admins can change a guest to a full member of the Enterprise Grid Org if the guest is in multiple workspaces:

1. From your desktop, click your workspace name in the top left.
2. From the menu, click Administration, then Organization Settings.
3. Click People in the left sidebar, then select Members.
4. Search for a member, then click their name to view their profile.
5. Click the  three dots icon and choose Convert to Org Member.

Note: A user cannot be a guest in some workspaces but a Full Member in others.

Workspace level

Workspace Owners and Admins can change a guest to a Full Member if the guest is in only one workspace:

1. From your desktop, click your workspace name in the top left.
2. Select Administration, then Manage members.
3. Click the  three dots icon to the right of the member you'd like to change and select Change account type.
4. Select Full Member, Multi-channel guest or Single-channel guest and click Save or Next.
5. If you selected Multi-channel guest or Single-channel guest, enter the channel(s) the guest will have access to and set a time limit if you’d like, then click Make guest.

Note: To promote guests to Workspace Owners or Admins, you'll need to make them a Full Member first, then promote them.

Who can use this feature?

• Workspace Owners/Admins and Org Owners/Admins
• Free, Standard, Plus, and Enterprise Grid plans

Owners and Admins of a workspace or Enterprise Grid organization can assign a role to any member, and even change it later on. Keep reading to learn how.

Warning: Use care when promoting Owners and Admins. Depending on your role, you may be unable to demote them later. Review who can manage roles below. 

Who can manage roles

Only people in administrative roles can manage roles for other members and guests. Below is an overview of the actions each administrative role can take.

Free, Standard, and Plus plans

Enterprise Grid plan

	Workspace Admins	Workspace Owners	Workspace Primary Owner
Promote Workspace Owners		✓	✓
Demote Workspace Owners			✓
Promote Workspace Admins	✓	✓	✓
Demote Workspace Admins		✓	✓
Manage guest roles	✓	✓	✓

Org-level permissions

	Org Admins	Org Owners	Org Primary Owner
Promote Org Owners		✓	✓
Demote Org Owners			✓
Promote Org Admins	✓	✓	✓
Demote Org Admins		✓	✓

Workspace-level permissions

	Workspace Admins	Workspace Owners	Workspace Primary Owner
Promote Workspace Owners		✓	✓
Demote Workspace Owners			✓
Promote Workspace Admins	✓	✓	✓
Demote Workspace Admins		✓	✓
Manage guest roles	✓	✓	✓

Tip: The current Primary Owner can transfer ownership to another member, but only one person can have that role a time.

Manage Owner/Admin roles

Review your role's permissions, then use the steps below to promote or demote Owners and Admins.

Free, Standard, and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. To promote someone, select Workspace Owner or Workspace Admin . To demote someone, click Workspace Admin or Full Member.
5. Click Save.

Org level

Org Owners and Admins can manage org-level administrative roles:

1. From your desktop, click your workspace name in the top left.
   
2. From the menu, click Settings & administration, then Organization Settings.
3. Click People in the left sidebar, then select Members.
4. Search for a member, then click their name to view their profile.
5. Click the  three dots icon. To promote someone, choose either Make Org Owner or Make an Org Admin. To demote someone, choose Convert to Org Member.

Additionally, Org Owners and Admins can manage workspace-level administrative roles from the Org dashboard:

1. From your desktop, click your workspace name in the top left.
   
2. From the menu, click Settings & administration, then Organization Settings.
3. Under  Organization, click Workspaces.
4. Click on a workspace name. 
5. Select Members.
6. Next to a member's name, click the  three dots icon. To promote someone, choose Make a Workspace Admin or Make a Workspace Owner. To demote someone, choose Convert to Org Member.

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Workspace level

Workspace Owners and Admins can manage administrative roles for their workspace:

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. To promote someone, select Workspace Owner or Workspace Admin . To demote someone, click Workspace Admin or Full Member.
5. Click Save.

Manage guest roles

On the Standard, Plus, and Enterprise Grid plans, you can invite guests to your workspace(s). Use the steps below to manage guest roles.

Change a Full Member to guest

Standard and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. Select Multi-Channel Guest or Single-Channel Guest and click Next.
5. Enter the channel(s) the guest will have access to and set a time limit if you'd like.
6. Click Make guest.

Org level 

At the org level, Org Owners and Admins can't change a Full Member to a guest. Workspace Owners and Admins can make this change if the member is only in one workspace.

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Workspace level

Workspace Owners and Admins can change a Full Member to a guest if the member is only in one workspace:

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member whose role you'd like to change and select Change account type.
4. Select Multi-Channel Guest or Single-Channel Guest and click Next.
5. Enter the channel(s) the guest will have access to and set a time limit if you'd like.
6. Click Make guest.

Note: To convert Workspace Owners and Admins to guests, you’ll need to change them to a Full Member first.

Change a guest's role

Standard and Plus plans

Enterprise Grid plan

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member you'd like to change and select Change account type.
4. Select Full Member, Multi-channel guest or Single-channel guest and click Save or Next.
5. If you selected Multi-channel guest or Single-channel guest, enter the channel(s) the guest will have access to and set a time limit if you’d like, then click Make guest.

Org level 

Org Owners and Admins can change a guest to a full member of the Enterprise Grid Org if the guest is in multiple workspaces:

1. From your desktop, click your workspace name in the top left.
   
2. From the menu, click Settings & administration, then Organization Settings.
3. Click People in the left sidebar, then select Members.
4. Search for a member, then click their name to view their profile.
5. Click the  three dots icon and choose Convert to Org Member.

Note: A user cannot be a guest in some workspaces but a Full Member in others.

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Workspace level

Workspace Owners and Admins can change a guest to a Full Member if the guest is in only one workspace:

1. From your desktop, click your workspace name in the top left.
   
2. Select Settings & administration, then Manage members.
3. Click the  three dots icon to the right of the member you'd like to change and select Change account type.
4. Select Full Member, Multi-channel guest or Single-channel guest and click Save or Next.
5. If you selected Multi-channel guest or Single-channel guest, enter the channel(s) the guest will have access to and set a time limit if you’d like, then click Make guest.

Note: To promote guests to Workspace Owners or Admins, you'll need to make them a Full Member first, then promote them.

Who can use this feature?

• Workspace Owners/Admins and Org Owners/Admins
• Free, Standard, Plus, and Enterprise Grid plans