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Team and organization settings

Change a role or remove a member

Update someone's role, or remove them when they leave. Their clients and reminders move to the owner.

  • Updated
  • For managers

Who can do this: Owners and admins

Change a role

In Settings, Team, open the role menu on the member's row and choose a new role. The change applies at once and is recorded in the audit log. The owner's role cannot be changed here; use Transfer ownership.

The members list also shows each person's last activity and whether two-step verification is on.

Remove a member

  1. In Settings, Team, open the actions menu on the member's row and choose Remove from organization.
  2. Confirm.
  • They lose access immediately.
  • Clients assigned to them, and their open reminders, are reassigned to the owner in the same step.
  • Their past actions stay in the audit log under their name.
  • The manager seat is released and the lower count applies from the next billing period.

Note: Removing a member is allowed even when the organization is read-only because billing has lapsed.

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