Team and work schedulesCOLORBrowser panel
How do I change an employee’s role and access?
Open the person in Team, select Edit, change the role or access details and save. The new access appears after a refresh or sign-in again.
For owner, manager · Updated
Step by step
- 1
Open the person
Go to Team → Employees and open the selected employee’s settings.
- 2
Start editing
Select Edit person.
- 3
Change the role or details
Choose the new role and update the name, initials, email, PIN or whether the account is active when needed.
- 4
Save and refresh access
Save the change. The person should refresh the panel or sign in again to see the new permissions.
Good to know
- A role affects visible parts of the app and available actions, not only the label shown for the person.
- Changing a role does not remove earlier appointments, mixes or settlement records.
When something does not work
- Not every manager can grant every role.
- Turning an account off blocks future access but does not automatically move future appointments.
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