As the account owner, you can change the roles of your team members to adjust their permissions.
Who Can Change Roles
Only the Owner can change team member roles. Admins and Members cannot modify roles.
Available Roles
When changing a role, you can choose between:
- Admin: Can edit business info, manage bookings, configure AI
- Member: Can manage bookings and configure AI only
💡 Note: The Owner role cannot be assigned or changed.
How to Change a Role
- Navigate to Dashboard > Settings
- Find the Team Members card
- Click the role badge next to the team member's name
- Select the new role
- Review the permissions shown
- Click Save Changes
Understanding the Permissions
The role modal shows what each role can do:
Admin permissions:
✓ Can edit business name and info
✓ Can manage bookings and scheduling
✓ Can configure AI agent
✗ Cannot invite or remove team members Member permissions:
✓ Can manage bookings and scheduling
✓ Can configure AI agent
✗ Cannot edit business name or info
✗ Cannot invite or remove team members