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Managing members

An Owner can change a teammate's role, hand over ownership, remove someone, and sign out the browser extension for the whole team.

Only an Owner can change roles and remove people. Admins can see the Team Members list and manage invitations. To add someone, see Add team members.

Change someone's role

  1. Click Settings at the bottom of the sidebar, then Team.

  2. In the Role column, pick OWNER, ADMIN or MEMBER from the menu next to the person.

It saves straight away, and a green message confirms it. You cannot change your own role on this page, because your row has no menu. Another Owner has to change it.

Hand over ownership

There is no separate transfer button, and an organization can have more than one Owner.

  1. Change the new person's role to OWNER.

  2. Ask them to change your role to ADMIN or MEMBER.

If you are leaving completely, use Leave Organization instead of step 2. See Profile and security. Before you go, check who manages the plan, because only an Owner can.

Remove someone

  1. Click Remove in the person's row.

  2. Click Remove to confirm.

They lose access to this organization at once, and their browser extension is signed out. The testimonials they captured stay. On the Team page, their seat is free again. To bring them back, send a new invitation.

You cannot remove yourself: your row shows a dash. The last Owner cannot be removed either, so their Remove link is greyed out.

Sign out every browser extension

Lost a laptop, or removed someone you are worried about? An Owner or Admin can sign out the extension for the whole team.

  1. Scroll to Browser extensions at the bottom of the Team page.

  2. Click Sign out all extensions.

  3. Click Sign out all to confirm.

The Browser extensions card on the Team page, with a Sign out all extensions button.

Everyone has to sign in to the extension again. To sign out one of your own devices only, use Settings > Browser extension, as Profile and security explains.

If something goes wrong

There is no Role menu or Remove link

You are an Admin, and these are for Owners only. Ask an Owner.

This action requires OWNER role or higher

The same applies. Ask an Owner to do it.

I want to stop being an Owner

Make someone else an Owner, then ask them to change your role.

I removed the wrong person

Invite them again from the Team page. Their testimonials are still in your organization.

The only Owner has left the company

Contact us. Getting help explains how.

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