There are 3 roles in Upwex:
- Owner
Only the first user can get this role upon registration. By default, it is assigned upon registration in Upwex. Has the highest level of access.
- Admin
Has access to billing settings, and can appoint members as admins.
- Member
The standard user role does not have access to advanced settings and billing settings.
In order to change a role for invited team members, you need to point to "..." in the Action column for the team member you are trying to change it to.
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Click on the Make Admin button:
After a successful update, you will receive a notification that the role of the team member has been changed to Admin:
If you want to change the Member role back to a team member, you need to point to "..." in the Action column for the team member you are trying to change it to.
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Click on the Make Member button:
After a successful update, you will receive a notification that the role of a team member has been changed to Member: