Change a member's role

Owners and Admins of a workspace or org can assign a role to any member, and even change it later on. Keep reading to learn how.

Warning: Use care when promoting Owners and Admins. Depending on your role, you may be unable to demote them later. Review who can manage roles below. 


Who can manage roles

Only people in administrative roles can manage roles for other members and guests. Below is an overview of the actions each administrative role can take.

Free, Standard, and Plus plans

Enterprise Grid plan

  Workspace Admins Workspace Owners Workspace Primary Owner
Promote Workspace Owners    
Demote Workspace Owners      
Promote Workspace Admins  ✓  ✓
Demote Workspace Admins    ✓  
Manage guest roles

Org-level permissions

  Org Admins Org Owners Org Primary Owner
Promote Org Owners   ✓ 
Demote Org Owners     ✓ 
Promote Org Admins  ✓  ✓
Demote Org Admins    ✓ ✓ 


Workspace-level permissions

  Workspace Admins Workspace Owners Workspace Primary Owner
Promote Workspace Owners    
Demote Workspace Owners      
Promote Workspace Admins  ✓  ✓
Demote Workspace Admins    ✓  
Manage guest roles

Tip: The current Primary Owner can transfer ownership to another member, but only one person can have that role a time.


Manage Owner/Admin roles

Review your role's permissions, then use the steps below to promote or demote Owners and Admins.

Free, Standard, and Plus plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member whose role you'd like to change.
  4. To promote someone, select Change to Owner or Change to Admin.
  5. To demote someone, select Change to Admin. To demote further, choose Change to Full Member.

Org level

Org Owners and Admins can manage org-level administrative roles:

  1. From your desktop, click your workspace name in the top left.
  2. From the menu, click Administration, then Organization Settings.
  3. Under  Organization, click Members.
  4. Search for a member, then click their name to view their profile.
  5. Click the  three dots icon. To promote someone, choose either Make Org Owner or Make an Org Admin. To demote someone, choose Convert to Org Member.


Additionally, Org Owners and Admins can manage workspace-level administrative roles from the Org dashboard:

  1. From your desktop, click your workspace name in the top left.
  2. From the menu, click Administration, then Organization Settings.
  3. Under  Organization, click Workspaces.
  4. Click on a workspace name. 
  5. Select Members.
  6. Next to a member's name, click the  three dots icon. To promote someone, choose Make a Workspace Admin or Make a Workspace Owner. To demote someone, choose Convert to Org Member.


Workspace level

Workspace Owners and Admins can manage administrative roles for their workspace:

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member whose role you'd like to change.
  4. To promote someone, select Change to Owner or Change to Admin.
    To demote someone, select Change to Admin. To demote further, choose Change to Full Member.


Manage guest roles

On paid plans (Standard, Plus, and Enterprise Grid), guests can join your workspace(s). Use the steps below to manage guest roles.


Change a Full Member to guest

Standard and Plus plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member whose role you'd like to change.
  4. Click Change to Guest.
  5. Select either Multi-Channel Guest or Single-Channel Guest.
  6. For Single-Channel Guests, select the channel they should belong to, then click Save. For Multi-Channel Guests, choose the channels they can access, then click Save.

Org level 

At the org level, Org Owners and Admins can't change a Full Member to guest. Only Workspace Owners and Admins can make this change.

Workspace level

Workspace Owners and Admins can change a Full Member to a guest:

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member whose role you'd like to change.
  4. Click Change to Guest.
  5. Select either Multi-Channel Guest or Single-Channel Guest.
  6. For Single-Channel Guests, select the channel they should belong to, then click Save. For Multi-Channel Guests, choose the channels they can access, then click Save.

Note: To convert Workspace Owners and Admins to guests, you’ll need to change them to a Full Member first.


Change a guest's role

Standard and Plus plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member you'd like to change.
  4. Select one of these options:

    • Make a guest a Full Member by selecting Change to Full Member.

    • Change a Single-Channel Guest to a Multi-Channel Guest by selecting Change to Multi-Channel Guest.

    • Switch a Multi-Channel Guest to a Single-Channel Guest by choosing Change to a Single-Channel guest.

Org level 

Org Owners and Admins can change a guest to a full member of the Enterprise Grid Org if the guest is in multiple workspaces:

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member whose role you'd like to change.
  4. Click Make Org Member.

Note: A user cannot be a Guest in some workspaces but a full member in others.


Workspace level

Workspace Owners and Admins can change a guest to a Full Member if the guest is in only one workspace:

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Manage members.
  3. Click the  three dots icon to the right of the member you'd like to change.
  4. Select one of these options:

    • Make a guest a Full Member by selecting Change to Full Member.

    • Change a Single-Channel Guest to a Multi-Channel Gust by selecting Change to Multi-Channel Guest.

    • Switch a Multi-Channel Guest to a Single-Channel Guest by choosing Change to a Single-Channel guest.

Note: To promote guests to Workspace Owners or Admins, you'll need to make them a Full Member first, then promote them.

Who can use this feature?
  • Workspace Owners/Admins and Org Owners/Admins
  • FreeStandardPlus, and Enterprise Grid plans