Change member workspace roles
Workspace admins may need to update a member’s role to adjust their permissions, grant approval authority, or restrict access based on changing responsibilities. This guide walks you through updating a member’s role in your workspace.
Overview of Member Roles and Permissions
| Employee | Auditor | Workspace Admin |
|---|---|---|
| ✔ Submit their own reports | ✔ Submit their own reports | ✔ Submit their own reports |
| ✔ Approve reports submitted to them | ✔ Approve reports submitted to them | ✔ Approve reports submitted to them |
| ✔ View all workspace reports | ✔ View all workspace reports | |
| ✔ Approve all workspace reports | ||
| ✔ Edit workspace settings |
Note: A Workspace Admin is the member with the highest level of permissions on a workspace.
Change a Member’s Role or Permissions
To change the roles and permissions for members of your workspace:
- Go to Settings > Workspaces > [Workspace Name] > Members.
- Click the Settings icon next to the desired member.
- Select a new role for the member.
- Click Save.
Advanced Approval
If your workspace uses Advanced Approvals, you can select an Approves to option. This determines who must approve the member’s reports:
- Go to Settings > Workspaces > [Workspace Name] > Members.
- Click the Settings icon next to the desired member.
- Select a new role for the member.
- Add an approver in the Approves to field.
- Click Save.
Note: If no one is selected in the Approves To field, then any Auditor or Workspace Admin can approve that member’s reports. Ensure approval chains are properly configured to avoid delays in report processing.
