Changing Workspace Members’ Roles

Organizational roles may change and Punchlist offers a quick and flexible solution to changing workspace members roles within the platform.

There are two different role assignments to choose from, each with its own unique permission sets. 

At any time, an individual holding an Owner or Manager role may execute these changes. Account Owners may change any role in the team, however, Manager roles can only alter other Manager roles and Team Members. Team Members cannot change their own roles or the roles of others in the Workspace.

To change a team member’s role:

1. From the lefthand sidebar, select Team. 
2. At the bottom of the Team Management page, you will find a list of all team members.
3. Select the Edit Role button next to the team member that you would like to change roles. 
4. Click the new desired role from the Manage Role pop-up list. It is important to know the permission sets of each role to ensure the proper security measures are in place.
5. Click Save. 

That’s it. The role change will take effect immediately.