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Open the person’s record, go to Profile, and pick a new role from the Role dropdown. The change applies immediately. You can also change the role on an invite that has not been accepted yet.

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Change the role of a member

1

Open the roster

Go to Settings → Team Members.
2

Open their record

Click their name, or choose Open record from the three-dot menu.
3

Pick a new role

On the Profile tab, use the Role dropdown.
4

Save

Click Save on the Profile card.
There is no confirmation modal for a role change. It takes effect straight away, and what the person can do changes on their next screen.
If the dropdown is disabled you see the note Only a workspace admin can change someone's role. You need member.changeRole.

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Change the role on a pending invite

You do not have to revoke and re-send.
1

Find the invite

On the roster, find the row with status Pending.
2

Open the three-dot menu

Choose Change role.
3

Pick the new role

The dialog is titled Change role for , with the helper They'll get this role when they accept. Their invite link keeps working.
The invite link is unchanged. The recipient gets the new role when they accept.
Change role is disabled on a client invite. A portal contact’s role is fixed.

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Which roles you can choose

The Client role is never in the dropdown. A portal contact is created by a client invite from a client record, and cannot be created any other way. The server says so: Forbidden: the client role is assigned through a client invite, not here.

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The rules that protect you

A workspace always needs one owner. You cannot move the last owner out of the owner role. The message is A workspace always needs one owner. Make someone else an owner first, then change this role.

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Transferring ownership

Owner is not granted from the role dropdown. It moves through a dedicated card, and only the current owner sees it.
1

Open the new owner's record

Go to Settings → Team Members and click their name.
2

Find Transfer ownership

On the Profile tab, below Access. It is described as Hand this workspace to this person. You stay a member, as an admin.
3

Read what changes

They become the owner and you become an admin – you keep your work and your history, and lose only what is owner-only: deleting the workspace, and granting ownership. You cannot reverse this yourself – only the new owner can hand it back.
4

Click Transfer ownership

A confirmation dialog opens: Transfer ownership? – {name} becomes the owner of this workspace and you become an admin. You cannot undo this yourself – only they can hand it back.
5

Type their name to confirm

You must type the person’s name to enable the button. There is a copy control for it.
Transferring ownership cannot be undone by you. Only the new owner can hand it back.
The button is disabled, with an explanation, when the person cannot take ownership:

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What Owner and Admin differ on

Owner is Admin plus one thing: deleting the workspace. Managing the plan and payment method is held by Owner and Admin, and not by Finance.

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Example

Priya Raman is promoted from Project Manager to Admin at Northwind Studio.
1

Maya opens Priya's record

Settings → Team Members → Priya Raman.
2

Changes the role

On the Profile tab, Maya sets Role to Admin and clicks Save.
3

What changes for Priya

Priya keeps everything she had and gains member management, workspace settings, rate management, plan and billing, and the rest of the Admin set. She still cannot delete the workspace.
Later Maya steps back from the business. She opens Tom Whitfield’s record, uses Transfer ownership, types Tom Whitfield to confirm, and becomes an Admin herself.

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What happens after a role change

Moving someone to a narrower role can strand work. A Project Manager who was the only approver for a group should not be moved down before someone else can approve, or submitted timesheets will have nobody to review them.

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Permissions

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Common questions

Yes, apart from the owner guards. If you are the last owner you cannot move yourself out of the owner role.
Ownership transfers from one person to another – the outgoing owner becomes an admin. There is always exactly one owner.
No. Time, timesheets, tasks, rates and groups are all untouched.
No. Portal contacts are created by a client invite from the client’s record.
Yes. Custom roles appear in the dropdown alongside the built-in ones, and can be used on invites too.
No. It applies straight away. Transferring ownership is the one exception, and that needs you to type the person’s name.

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Troubleshooting

Roles and capabilities

What each role can do.

Custom roles

Build your own role.

Member record

Where the role lives.

Per-person permissions

Exceptions on top of a role.

Pending invitations

Change a role before someone joins.

Roles and permissions matrix

The full comparison.