Managing Account Members and Roles

Effective member management is key to maintaining a secure and organised Business Account.

Viewing Members

Go to Account Settings > Members to see:

• All account members
• Their roles (Owner, Admin, Member)
• Their status (Active, Pending, Revoked)
• When they joined

Changing Roles

1. Find the member in the list
2. Click "Edit" or the role dropdown
3. Select new role
4. Save changes

Note: Only Owners can assign Owner role.

Removing Members

1. Find the member in the list
2. Click "Remove"
3. Confirm removal

Important:

• Cannot remove the only Owner
• Removed members lose access immediately
• Their data remains in the account

Role Permissions

Owner

• Full account control
• Manage all members
• Change account settings
• Delete account

Admin

• Add/remove members (except Owners)
• Manage access requests
• View all account data
• Cannot delete account

Member

• View and edit contacts
• Create opportunities
• View account data
• Cannot manage members

Best Practices

• Keep Owner count minimal (1-2 people)
• Use Admin role for team leads
• Use Member role for most employees
• Regularly audit member list
• Remove access promptly when employees leave