Change a role or remove someone
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Change what a person can do, hand the business to a new owner, or remove someone from your team. Past bookings stay under their name.
- Who can do this
- Owners and admins
- Where to find it
- Team
Roles are set on the Team page. Each person has one role.
What each role can do
| Role | What it lets them do |
|---|---|
| Owner | Everything, including billing and closing the account. |
| Admin | Everything except changing the plan or card, and closing the account. |
| Manager | Bookings, customers and the calendar for everyone. |
| Staff | Their own calendar, bookings and time off. |
Change someone's role
Open Team.
Find the person. Beside their name, use the role menu and choose Admin, Manager or Staff.
If you choose Admin, a box asks "Make (name) an admin?" Choose Make admin to confirm, or Keep their role to leave it.
A message at the bottom of the screen confirms the change. You can also choose Change role on the person's own page, which opens when you choose their name in the list.
If a manager's role changes, the people who reported to them go back to the owners and admins for time off. See Approve or decline time off.
Transfer ownership
Only the owner can do this.
Open Team.
On the person's row, choose the More button, then Transfer ownership.
Choose Transfer ownership to their name to confirm, or Keep ownership to stop.
Remove someone from the team
Open Team.
On the person's row, choose the More button, then Remove from team.
Choose Remove from team to confirm, or Keep them to stop.
They lose access right away. If they were on the schedule, they come off the schedule and the booking page too. Their past bookings and activity stay as they are, under their name. To invite them again later, see Invite someone to your team.
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