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How to remove a member or change their role

Permission: Owner

Switch a member's role, update their teams, remove them safely, or resend a pending invite.

Changing a member's role

  1. Click “Change Role” on the member card.
  2. The “Change role” window lists every available role: “Manager”, “Team Member”, and any custom role your company has created, each with a short description.
  3. Pick the new role, then click “Change Role”.

Note: Changing roles and removing members belong to the owner by default. The owner can hand them to others through a custom role that includes “Change member roles” or “Remove members”.

Managing the member's teams

  1. Click “Teams” on the member card.
  2. A panel opens with every company team as checkboxes.
  3. Tick or untick the teams the member should belong to.
  4. Click “Save Teams”.

Removing an active member

  1. Click “Delete” on the member card.
  2. A confirmation appears with an optional checkbox: “Unassign incomplete tasks”.
  3. Click “Yes, remove them”.

Handling pending invitations

  • “Resend”، sends the invitation email again.
  • “Cancel Invitation”، revokes the invite before it's accepted.