CrediaOps

Collaboration & Sharing

Users & Roles

How to Change a User Role

Promote or change the role of an existing team member.

Steps (5)

01

Go to the Users page

Click "Users" in the sidebar under the Team section.

02

Find the member

Locate the member whose role you want to change in the list.

03

Open the edit dialog

Click the edit icon or the three-dot menu next to the member name. Select "Edit Role".

04

Select the new role

Choose the new role: Owner, Editor, or Viewer. Only Owners can change roles.

05

Save

Click "Save". The member will immediately have the permissions of their new role.