Organization Admins can change a teammate’s role on the Manage Organization page. The role decides what they can do: an Orderer can place orders with your shared payment methods, and an Admin can manage your organization’s settings, team, and shared payment details.
1. From your dashboard, click Manage Organization, right under your organization’s name.
2. The Team Members tab lists everyone in your organization, grouped by role. Find the teammate whose role you want to change.
3. Click Edit on their row. In the popup, choose their new role from the Role menu. The list beside the menu sums up what that role can do. For the full breakdown, see What permissions/roles can I give teammates?
4. Click Update. Your teammate now shows under their new role on the Team Members tab.
Before you change a role
- Only Admins can change roles. Orderers and Staff don’t get an Edit button.
- Every organization needs at least one Admin. If you change the last Admin’s role, the popup shows “This team has no admin!” and nothing changes. To step down as Admin, first make another teammate who has accepted their invite an Admin.
- There’s one more role. The Role menu also lists External Attendant, who gets a read-only view of all your orders. See What permissions/roles can I give teammates? for what it can do.
- You can change a pending invite’s role. Someone who hasn’t accepted their invite yet has an Edit button too.
- Name and email can’t be changed here. They’re shown for reference only.
- Want them to pay for their own meals? In the same popup, check User must pay fully out of pocket for all group orders. They’ll pay the full price of their meal on your group orders, even when you set a meal stipend.
- Need to take someone off your team instead? See How do I remove someone from my organization?