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šŸ”§ How to Change the Permissions or Role of a Team Member

How to Change a Team Member’s Role or Permissions in OFM Pro

Updated over 6 months ago

Overview

Need to update someone’s access level? You can easily change a team member’s role and permissions at any time from your team settings.


šŸ“ Step-by-Step Instructions

  1. Go to Settings and click on the Team tab.

  2. Find the team member you want to update.

  3. Click the three dots to the right of their name.

  4. Select Edit.

  5. Adjust their permissions or role as needed.

  6. Click Save to apply your changes.


āœ… Summary

Step

Action

Navigate to Team Settings

Settings → Team

Locate team member

Find name in the list

Open edit menu

Click three dots → Edit

Update role/permissions

Select new preset or customize

Save changes

Click Save

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