Changing user roles
There are 3 levels to manage your users:
- Account: access to all plans
- Plan: access to specific plans
- Project: access to specific projects
Manager > Editor
Manager > Reviewer
Delete the user on the account level, go the plan and invite the user there. Repeat for every plan as needed.
Editor > Manager
Reviewer > Manager
Delete the user on plan level, repeat for every plan and finally invite the member on account level.
If you want to change the Administrator of the account, you need to contact Support (via chat or email)
Editor > Reviewer
Reviewer > Editor
Click on the three dots of the plan on the plan card to manage plan members. Use the dropdown to change the user role.
If you want to change the role of a reviewer into an editor, make sure your subscription has one member left or have your subscription upgraded.
Editor/Reviewer > Project editor/reviewer
Click on the tree dots of the plan on the plan card to manage plan members. Delete the user by clicking on the X. Invite the users on each project.
Project editor > Project reviewer
Project reviewer > Project editor
Navigate to the Project. On the overview page, you have a section about External members. Use the dropdown to change the user role.
Project editor/reviewer > Editor/Reviewer
First delete the users on each project. Then click on the tree dots of the plan on the plan card to manage plan members. Invite the user on the plan.