Manage members
Change roles, transfer ownership, remove members – all from the member list.
Updated 2 Nov 2026
You see everyone on your team in the team settings under “Team Members”, “Members” tab – with name, email address and role. The owner is marked “Owner”.
Change a role
Just pick a different role in the “Role” column – the change applies immediately. Which roles exist and how to create your own is explained under Roles & permissions. The owner’s role cannot be changed.
More actions
The “⋯” at the end of a row opens the other actions:
Transfer Ownership: makes the person the team owner. You become an admin, and the new owner gets full control – including the plan and deleting the team. A team always has exactly one owner.
Remove from Team: after a confirmation the person loses access to all team data. Their documents stay with the team.
Edit rates: sets a member’s weekly hours, billable rate and internal cost. The time dashboard uses the weekly hours for utilisation (only shown while the time dashboard is active).
On the Free plan, member seats are paused: affected members are marked “Blocked” and can only get back in after an upgrade. Their data and settings stay untouched.
Still stuck?
Contact support