Need to update someone’s permissions? You can change a team member’s role at any time—whether you’re promoting them to Admin or restricting access to expense submission only.
Here’s how to change an existing user’s role:
- Go to Settings → Users and Groups
- Find the team member whose role you want to change
- Click the three dots (⋮) next to their name
- Select Edit
- Choose the new role from the dropdown menu
- Click Save
The change takes effect immediately. The user will keep all their existing data but their access will reflect the new permissions right away.
💡 Tip: You can use this same method to correct a role that was assigned incorrectly during an invite.
