Update a team member's role or remove them from your manufacturer account. Only Admins can perform these actions.
Before You Begin
You must have an Admin role to change roles or remove members.
An Admin cannot remove themselves or change their own role.
If you are the only Admin on the account, you must transfer the Admin role to another member before making changes that would leave the account without an Admin.
Change a Team Member's Role
Roles control what team members can do in the account. There are two roles:
Admin — can invite members, change roles, and remove members
Rep — can view the team and access shared account features, but cannot manage team membership
Steps
Go to Manage Account > Team.
In the Members section, find the team member whose role you want to update. Click the role selector (the role pill) in their row.
Select the new role from the dropdown.
If you are promoting a Rep to Admin, a confirmation modal will appear. Confirm to proceed.
The role updates immediately.
Note: Rep members cannot change roles. The role pill will not show a dropdown arrow for users with the Rep role.
Remove a Team Member
When you remove a member, their account access is revoked and any conversations they owned are automatically reassigned to the Admin taking the action.
Steps
Go to Manage Account > Team.
In the Members section, find the team member you want to remove.
Click the Remove button in their row.
A confirmation modal will appear. Click Confirm to proceed.
The member is removed from the team. Any conversations previously assigned to them are transferred to you (the Admin performing the removal).
Note: The Remove button is not visible to Rep members. Only Admins see it.
Outcome
Role changes take effect immediately. Removed members lose access to the account right away, and their conversation history is preserved and reassigned to the acting Admin.