Howwe Technologies

Only a team's Leader or Team admin can change roles in the team.

Find the person in the list and click Change role.

1. Go to the team the person belongs to.
2. Go to Members &amp; Settings.
3. Find the person in the list and click Change role.
4. Choose the new role.
5. Click Confirm.

Member: contributes to the team by creating and completing Key Activities.

Team admin: manages team settings and members, but has no visibility into subordinate teams.

Leader: has full visibility into their own team and all subordinate teams.

- Member: contributes to the team by creating and completing Key Activities.
- Team admin: manages team settings and members, but has no visibility into subordinate teams.
- Leader: has full visibility into their own team and all subordinate teams.

Give a team member a different role: Member, Team admin or Leader.

How do I change a team member's role?

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How do I change a team member's role?

Change a role

Roles