Overview Roles determine what people can do—admins have full access, members can only like and rank. Maybe someone's stepping up to help manage assets, or you need to demote someone. Here's how to change it. Steps Go to Family or Member Management.Find the member and click Edit.Change their role: Admin, Executor, Asset Manager, Member Manager, …
Overview
Roles determine what people can do—admins have full access, members can only like and rank. Maybe someone’s stepping up to help manage assets, or you need to demote someone. Here’s how to change it.
Steps
- Go to Family or Member Management.
- Find the member and click Edit.
- Change their role: Admin, Executor, Asset Manager, Member Manager, or Member.
- Save. The new permissions apply immediately.
Heads up: Only admins can assign Asset Manager and Member Manager. Member Managers can’t edit admins or other privileged roles. If you’re changing your own role, make sure someone else has admin access.