Change someone's role or remove them

Steps

1. 1

   Step 1: Open Settings › Members and roles and click the person.

2. 2

   Step 2: Pick a new Role, or press Remove from the company and confirm.

3. 3

   Step 3: To leave a company yourself, click your own row and press Leave.

Good to know

• The panel also shows whether they use two-factor and whether their seat counts toward your plan.

Related articles

• What each role can do
• Transfer ownership of a company
• Invite your CPA, accountant or a teammate