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Workspace

Change a workspace member role

Update a member’s role from the Workspace settings page.

Where role changes happen

Go to Settings, then Workspace. The Workspace members section lists each member with their name, email, and role.

Change a role

  1. Find the member in the Workspace members list.
  2. Open the role dropdown next to their current role.
  3. Choose the new role.

Available assignable roles

The assignable roles are Administrator, Manager, Bookkeeper, and Viewer. The Owner role is not shown as an assignable role in the role dropdown.

After updating

CrankHQ updates the member role and shows a success message.

If the dropdown is not visible

You may not have permission to update members, or the row may belong to the workspace owner. Owner roles cannot be changed from this dropdown.