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How do I change a team member's role or permissions, or remove them?

Change roles, edit permissions, take away store access or remove someone from your team in the Manage Team Members window.

Open the Manage Team Members window

  1. Click General Settings at the bottom of the left menu and open the Team tab.
  2. On the Team Members card (Invite team members or give store access to clients), click Manage.
  3. The Manage Team Members window opens with two lists:
    • Team Members: you and everyone with the Admin or Team Member role. Under each name you see Owner, Admin or Member, and your own line ends with (You).
    • Store Access: under each store's name, the people with Store Access to it. They only see the stores you shared with them.

The store owner's line has no buttons, so the owner cannot be changed or removed here. Inviting people with + Invite and + Grant Access is explained in How do I invite someone to my team?.

Change someone's role

  1. In Team Members, open the drop-down next to the person and pick Admin or Member.
  2. You see a message such as Role for Anna changed to admin.
  3. Open the person's permissions as described in the next section, check the switches and click Save, so their permissions fit the new role.

The drop-down has no Store Access option. To give someone with Store Access every one of your stores, send them an Admin or Team Member invite. When they accept it, they get the new role. See How do I invite someone to my team?.

Edit someone's permissions

  1. Click the gear icon next to the person, in Team Members or under a store in Store Access. Its tooltip reads Edit permissions.
  2. The Edit Permissions window opens with the person's name under the title. Turn the switches on or off, and pick None, View or Edit for Settings. A lock icon marks a permission you cannot change. Data Access is always on, and for an admin every permission is locked on.
  3. Click Save. You see Permissions updated! To close the window without a change, click Cancel.

Save gives the person exactly the switches shown in the window, so check each one before you save. What each permission covers is explained in What can team members see and change on the Dashboard and Ads Manager?.

Remove someone from your team

  1. In Team Members, click the red bin icon next to the person.
  2. Your browser asks Are you sure you want to remove followed by their name and from the organization? Click OK.
  3. You see Removed followed by their name and from organization.

Take away access to one store

  1. In Store Access, find the store's name and click the red bin icon next to the person under it.
  2. Your browser asks Are you sure you want to remove followed by their name, access to and the store's address. Click OK.
  3. You see Removed followed by their name, access to and the store's address.

This only removes that one store. When you remove the last store someone had, they are no longer on your team. If that person paid for the store, for example a client you let pay for a store you set up, the store goes back to the store owner's plan. See How do I let a client pay for a store I set up?.

To give someone more stores, invite them again with + Grant Access and pick the stores to add. When they accept, the new stores are added to the ones they already have.

Good to know