Change a member's business role

Audience

Administrator

Screen

Building settings, Members sub-tab → member card

Verified version

App 1.0.0

Goal

Update a member's business role (co-owner, manager, etc.) without touching their administrator rights.

Audience

Administrator of the building.

Prerequisites

• Be an administrator.

Steps

1. Open Building settings in the sidebar (at the very bottom, gear icon), then the Members sub-tab.
2. On a member's card, the role is shown under the name as a clickable pill (tooltip "Click to edit the role").
3. Click the pill: it turns into a drop-down list of roles (President, Vice-president, Treasurer, Secretary, Administrator, Concierge, External manager, Co-owner).
4. Choose the new role. The change is immediate and a message confirms it. The list closes if you click elsewhere.

Tips and common errors

• Same role: choosing the role already in place saves nothing.
• Read-only access: if the subscription is overdue or canceled, the management actions are disabled (tooltip "Read-only access"). Settle the subscription in the Subscription sub-tab.
• Failure: an error message appears; try again.

See also

• Promote or demote an administrator
• Invite a member to the building
• Find members' contact details