How do I edit a team member's role?

Short Answer: Go to Settings → Team, click the pencil (edit) icon next to the member, change the Role in the Edit member modal, then confirm to save.

Answer

PreRequisites

1. Be signed in to CleverBalance.

2. Have access to Settings → Team.

Steps

1. Open Settings and select "Team" from the left navigation menu.
   The Team members list appears with columns including Name, Email, Role, and Actions.

2. Locate the team member whose role you want to change and click the pencil (edit) icon in the Actions column.
   The "Edit member" modal opens displaying the member’s avatar, name, and email.

3. In the "Role" field (placeholder: "Add role"), open the dropdown and select the new role.
   The selected role appears in the Role field.

4. Confirm the change using the modal’s primary save/confirm action.
   The modal closes and the member’s role updates in the Team table.

Troubleshooting

1. The pencil (edit) icon does not appear for a member.

   Likely Cause: Your account does not have permission to edit team members.

   Action: Check your role or permissions, or ask an Admin to update the member’s role.

2. The role change does not persist after closing the modal.

   Likely Cause: The change was not confirmed or a server error occurred.

   Action: Reopen the Edit member modal, select the role again, click the confirm/save button, and refresh the page to verify.

Note: The Edit member modal shows the member’s name and email above the Role dropdown, helping confirm you are editing the correct user.