Make sure your people are using the right user roles to be productive in your Workspace! You can convert anyone to any role.

When you convert someone, their access and permissions will be updated to reflect their new role. They will have access to the features available for that role.

What you'll need

  • Only Workspace owners and admins can convert members to guests and guests to members

  • Guests, members, and admins are always free on our Free Forever Plan

  • On paid Plans, you may be billed if you don't have any member or paid guest seats available

We'll cover

Convert a guest to a member

Ready to bring a guest onto your team? You can easily convert them to a member.

If a guest has been given explicit access to certain items, they'll keep those permissions when they become a member. They'll also get access to everything that's been shared with your Workspace.

  1. Click your Workspace avatar in the lower-left corner

  2. Select People

  3. Click the Guests tab

  4. Set your guest's Role to Member

  5. The guest will be converted to a member

Screenshot of the guest settings page highlighting the role dropdown menu

Convert a member to a guest

If a member doesn't need full access to your Workspace, you can convert them to a guest.

When a member becomes a guest, they won't have access to certain features, and they'll lose access to anything they haven't been explicitly invited to work on.

  1. Click your Workspace avatar in the lower-left corner

  2. Select People

  3. Set your member's Role to Guest

  4. The member will be converted to a guest

Screenshot of the member settings page highlighting the role dropdown menu

Promote a user to an admin

Promoting a guest or member to an admin gives them the ability to manage your Workspace.

  1. Click your Workspace avatar in the lower-left corner

  2. Select People

  3. Or switch to the Guests tab

  4. Set the user's Role to Admin

  5. The user will be converted to an admin

Screenshot of the member settings page highlighting the option to promote a member to an Admin


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