How to change or edit the role of a team member

To change a team member's role, click Edit Team on the left-hand side. Once on this page, click Role List at the top of the page, then click the 3 dots to the right of the team member to either Edit their details or Remove them from your account.

Once you have clicked Edit, you can select from each section including Dashboard, Accounts, Pay and Reports.

Once you have made your edits, select Save. You will receive notification in real-time that the role has been modified successfully.