Edit Member’s Profile or Role
jelena
This action can only be performed by owners and admins.
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Changing a member’s name or emailDesktop
To change a member’s email or name:
- Click on your workspace name at the top left corner
- Choose Workspace settings
- Click on the three dots
next to the user’s name in Manage members tab
- Click on Edit Info
- Change member’s name or email
- Click Save
To choose who can see your WS members’ email addresses:
- Click on your workspace name at the top left corner
- Choose Workspace settings
- Click on Settings & Permissions
- Click to expand Manage email display section
- Toggle the radio button to choose one of the options
- Click 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.
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Changing a member’s roleDesktop
To change a member’s role:
- Click on your workspace name from the top left corner
- Choose Workspace settings
- Click on the three dots
next to the user’s name
- Click on Change Account Type
- Choose a role and click Save
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.