Manage Member’s Permissions

Change administrator roles, configure detailed permissions for Junior admins, or delegate Owner permissions in Settings > Admin Permissions.

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You can modify the roles and detailed permissions of already invited administrators.

• Try changing the settings in Settings > [Admin authority] at the bottom of the left menu.

▶︎ For the meaning of each role, refer to What is a Member?

‍▶︎ To add a new administrator, refer to Invite Members.

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1. Opening Permission Settings

In the list of administrators whose permissions you want to change, click the Gear (Edit) icon on the right side of the screen.

• The gear icon will not appear on your own account or the Owner row.
• Clicking the gear icon opens the Edit Permissions pop-up.

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2. Changing Roles

Select a role under Permissions and click Save. A description of the currently selected role will be displayed.

* Assignable roles based on your current permission:

• If you are the 'Owner': You can change another administrator's role to Owner / Senior admin / Junior admin.
• If you are a 'Senior admin': You can change another administrator's role to Senior admin / Junior admin. (You cannot assign Owner permissions.)

💡 If you change someone's role to Owner, the Owner Permission Delegation process below (Step 3) will proceed.

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3. Delegating Owner Permissions

Can only be performed by the Owner. (Only 1 Owner can be designated per dashboard.)

Select Owner as the role for another administrator and click Save to bring up a confirmation pop-up.

1. Read the confirmation message and click Delegate Permissions.
2. The selected administrator becomes the new Owner.
3. The previous Owner's account automatically changes to Senior admin.

⚠️ If the Owner deletes their account, the dashboard will also be deleted. If you only need to change the Owner, make sure to delegate permissions first before deleting the account.

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4. Detailed Permissions for Junior Admins

When you set a role to Junior admin, a list of permissions will appear. Toggle ON the functions you want to allow and click Save.

• Functions corresponding to toggles left OFF cannot be used.
• Junior admins cannot add or edit Billing (Payment) Managers.

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5. Deleting an Administrator

Select the target from the list (excluding yourself and the Owner) and click Delete to remove them from that company's administrators.

• Removing an administrator does not affect past activity data.

⚠️ Account deletion upon admin removal cannot be undone. Please double-check the target user before deleting.

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