How Do I Switch a Guest to a Member/Vice Versa?

To switch a guest to a member, or a member to an admin, or to change user permissions in general, you first need to be in your organization’s manager.

Users: In order to access the organization manager, you must be an Administrator.

Start by clicking your organization’s name in the top right of your screen.

Promote a Guest

Next open the “Members & Guests” tab, and filter the “All users” dropdown to Guests.

Find the guest you want to promote and click the dropdown that says Guest, you can then select Member or Admin. Once you click, they will be promoted.

Demote a Member

If you want to switch a member to a guest, filter the “All users” dropdown to Members. Click the dropdown that says Member, you can then select Guest. Once you click your selection, they will be demoted.

Note: When you demote a member, they will be removed from any groups they were part of and they will only be able to see checklists and templates that they have been assigned to.


 

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