Team
Change a staff member's role
Admins only
Make a staff member an admin, or return an admin to staff, to change what they can reach.
Where:SidebarSettingsStaff
- Select Settings in the sidebar, then select Staff.
- Find the staff member in the list. Enter their name or email in Search staff if you need to.
- Use the list beside their name to choose Staff or Admin.
- In Change Access Level?, select Change.
Good to know
- Staff can manage clients and tasks, and admins can also use Settings, the File Library and, if your plan includes it, the Form Library.
- You cannot change your own level or the owner's, so those rows only show a badge.
- A staff member who is still marked Invited can be changed too.
Related
- Read the staff listSee who is on your team, who has not accepted yet, and what each badge means.
- Remove a staff memberStop a staff member signing in, and unassign their clients, when they leave your business.
- Know what each role can doSee what staff members, admins and the business owner can each do in Hydi.