For company admins. Other client roles can see the team list but do not get the same management controls.
Change a teammate’s role
- Open Settings → Team.
- Open the menu beside the teammate and select Edit role.
- Choose the role and review any engagement or position selections shown.
- Save the change and check the team list.
Remove a teammate
If the person is the company’s only admin, follow the admin-transfer flow shown before removing them.
- Open the teammate’s menu in Settings → Team.
- Select Delete.
- Review the confirmation and complete it only if this is the person you intend to remove.
If the menu is missing
Role editing and removal controls are shown to admins. Ask an existing company admin to make the change.
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