Removing or Changing a Team Member’s Role

Changing a role

You can update a team member’s role at any time without disrupting their access to work already in progress.

1. Go to Team → Manage Team.
2. Find the team member in the Active Members list.
3. Click the ⋮ (three-dot) menu next to their name.
4. Select Change Role.
5. Choose the new role from the dropdown and confirm.

The change takes effect immediately. The team member doesn’t need to log out or take any action.

Removing a team member

Removing a team member revokes their access to your employer account. Their individual user account on the platform is not deleted — they simply lose access to your company’s data.

• Go to Team → Manage Team.
• Click the ⋮ menu next to the member’s name.
• Select Remove from Team.
• Confirm the removal in the dialog that appears.

What happens to their work?

Any notes, status changes, or actions the removed member took on applications remain in the system and are attributed to their name. Nothing is lost — you simply gain back a team seat.

Transferring ownership

If you need to transfer the Owner role to another team member, go to Account → Transfer Ownership. Select the team member (they must already be an active Admin), then confirm with your account password. This action cannot be undone without the new Owner’s cooperation.