How to change a user's role within a team

Goal

Change a team member between Admin and Member.

You need a team workspace and admin rights for this. Click your initials at the bottom-left to see your workspaces — the one you're in has a check mark next to it. If that's your Personal Account, click the team workspace you want instead; Workspace Settings doesn't exist on a Personal Account. You also need to be the workspace Owner or an Admin.

Quick path

  1. Go to Workspace Settings → Members.
  2. Find the person and open the Role dropdown on their row.
  3. Pick Admin or Member.

Step-by-step

  1. Open Members. Go to Workspace Settings → Members. Use the search or filter to find the person.

  2. Open the Role dropdown on that person's row — the Member ▾ / Admin ▾ control in the Role column.

    Screenshot: team-member-actions

  3. Pick the new roleAdmin (can invite people and manage seats) or Member (standard access). The change applies right away. (The per-row menu is for Remove Member, not role changes.) See Understanding team roles and permissions.

Good to know

  • Default to Member for most people; grant Admin only to those who help manage the team.

Verify it's working

  • The person's role updates in the roster.

Still stuck?

Email success@boodle.ai — typical response within 8 business hours.

Contact us

Didn’t find what you need?

Send us a note and the team will get back to you — typical response within 8 business hours.

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