Edit Member’s Profile or Role
This action can only be performed by owner and admins.
Changing a member’s name or email #
To change a member’s email or name:
- Click on your workspace name at the top left corner
- Hover over Workspace settings
- Wähle Manage members from the dropdown
- Click on the three dots
next to the user’s name in Manage members tab - Klicke auf Edit Info
- Change member’s name or email
- Klicke auf Save
When you submit a change of a member’s email, a verification email will be sent to the old email address of that member. The member needs to verify the email change.
To choose who can see your WS members’ email addresses:
- Click on your workspace name at the top left corner
- Hover over Workspace settings
- Wähle General settings from the dropdown
- Click to expand Manage email display section
- Toggle the radio button to choose one of the options
- Klicke auf Save to complete the action
You can sort members’ names alphabetically for a better overview. To further refine your view, filter members based on the type of their account, billing status, or hide deactivated accounts.
Long press the email and phone number info in user details to copy the information on mobile apps.
Changing a member’s role #
To change a member’s role:
- Click on your workspace name from the top left corner
- Hover over Workspace settings
- Wähle Manage members from the dropdown
- Click on the three dots next to the user’s name
- Klicke auf Change Account Type
- Choose a role and click Save
- Klicke auf Change to complete the action
Only the workspace owner can change a members account type to owner. Admins can only change a member’s role from user to admin, and from admin to user.