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Change a Team Member's Role

Review the effects of changing a team member role and follow the steps to apply the new role.

An Owner, Admin, or Administrative Assistant can change a team member's role.

To change the Owner, see Change the Team Owner.

The Owner role is the highest-level role and must always be assigned to exactly one member in the team.

The Owner can perform all operations, including changing team information and managing the contract.

Notes before changing a role

  • You cannot change your own role. Ask another Owner, Admin, or Administrative Assistant to make the change.

  • Role changes take effect immediately. If the member is currently logged in, the latest permissions are applied when they navigate to another screen.

  • Owner, Admin, Member, and Light Member roles consume licenses. Administrative Assistant and Assistant roles do not consume licenses.

  • When changing an Administrative Assistant or Assistant to another role, if no licenses are available, only Administrative Assistant and Assistant can be selected.

Changing an Owner, Admin, Member, or Light Member to Administrative Assistant or Assistant

Administrative Assistants and Assistants cannot be selected in participant settings.

Changing a member to one of these roles affects calendars, Instant Scheduling, and Group polls as follows:

  • If the member whose role is being changed is the only participant, the relevant calendar, Instant Scheduling, or Group poll is deleted when the role is changed.

  • If two or more participants are set, including the member whose role is being changed, that member is automatically removed from the participant settings when the role is changed.

Change a member's role

  1. The team Owner, an Admin, or an Administrative Assistant logs in to TimeRex and opens the Dashboard.

  2. Click the team name in the upper-left corner.

  3. Select the relevant team from the team list.

  4. Click Team Settings.

  5. Select Members from the menu, then click the name of the user whose role you want to change.

  6. Select the new role, then click Save changes.

    • To change the Owner, see Change the Team Owner.

    • When changing an Administrative Assistant or Assistant to another role, if no licenses are available, only Administrative Assistant and Assistant can be selected.

    • Purchase an additional license to make Admin, Member, and Light Member selectable.

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