Set roles in the team

At a glance

• Admins invite people, change roles, remove members, manage seats, subscription and invoices, and see the audit log.
• Admins don't see other members' private Dossiers either.
• You can't change your own role.
• Every workspace needs at least one admin.

How it works

1. 1
   In CASUS, open your account and, under Workspace, the Team page.

   

2. 2
   Choose the role Admin or Member next to the person in the list.

   

3. 3
   Confirm the change.

   

If it doesn't work

If a role won't change, the person is probably the last admin. Make someone else an admin first.

This might help too

• How do the trial and plans work?
• Add seats
• Manage invoices and payment method