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Required role: Owner or Admin

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Change a member’s role

1

Go to Members

In the left sidebar, click Members.
2

Select the member

Click on the member whose role you want to change.
3

Edit the role

Click Edit or the role dropdown next to their name.
4

Select the new role

Choose the new role from the dropdown:
RoleBest for
OwnerOrganization owner (typically just one person)
AdminDepartment heads, IT leads
ManagerTeam leads overseeing work orders and bookings
TechnicianMaintenance staff completing assigned work
RequesterGeneral staff who submit requests
5

Save

Click Save. The member’s permissions will update immediately.

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Permission details

FeatureOwnerAdminManagerTechnicianRequester
Manage members✓✓———
Manage settings✓✓———
Create work orders✓✓✓——
Update work orders✓✓✓✓—
Submit requests✓✓✓✓✓
Manage assets✓✓✓——
View reports✓✓✓——
Manage bookings✓✓✓——
Manage procurement✓✓✓——

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Next steps

Remove a Member

Remove a member’s access to your organization.