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Updating a company members role

How to update a company members role in the Safepoint Web Portal

James Rogers avatar
Written by James Rogers
Updated over 2 weeks ago

Note: Only Company Owners and Admins can update a member’s role. However, only Owners can change another Owner’s role.

Web Portal

  1. Make sure you are logged into the Web Portal

  2. Click 'Settings' in the left hand side bar

  3. Click 'Members'

  4. Find the member and click the three dots
    ​Note: See this article if you need help searching for the member

  5. Click 'Update Role' in the popup menu

  6. Choose their new company role. Select one of the following

    1. Owner - Can manage all aspects of the company, including users, teams, billing, and settings.

    2. Admin - Can manage users (except the Owner), configure teams, billing, and settings but cannot transfer ownership.

    3. Billing - Can manage subscription and billing details but can not manage users, teams or other administrative settings.)

    4. Member - Has access to general Safepoint features but cannot manage users, teams, billing, or settings.

  7. Click 'Save' to confirm

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