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Convert user roles

Make sure your team is assigned the right user roles for maximum productivity. 

 

User role availability and limits vary by plan. Learn more

Compare user role pricing and permissions 

Pricing, permissions, and subscription fees vary by user role and plan:

  • Compare pricing and permissions for owner, admin, and member-type user roles. 
  • Compare pricing and permissions for guest-type user roles. 

Take a look at our Pricing page to see the subscription fee per plan. Make sure you have all the info. You may be charged when converting user roles. 

Convert user roles

All user roles can be converted to a higher or lower level. When converted to a new role, people lose or gain default permissions. 

For example, Avery had default access to billing, permissions, and integrations as an admin. Avery recently transitioned to a part-time consultant role and is now a member. They no longer have admin access. 

Convert a limited member to limited member read only

There is a subscription fee for limited members. There is no subscription fee for limited members read only. Limited members read only can access and view locations and items shared with them.

To convert limited members to limited members read only, permissions to all locations and items they can access must be changed to view only.

To convert a limited member to a limited member read only:
  1. In the upper-left corner, click your Workspace avatar then Manage users.
  2. On the Manage people page, select the Limited Members tab. 
  3. Scroll to the right of the person's name and email to the Access column.
  4. In the Access column, click each item or location and select View only.
  5. To confirm that they are now a limited member read only ensure that a View only badge displays to the right of their name. 
    • If you do not see the badge try refreshing your browser. 
      Screenshot of the view only badge to the right of the new limited member read only.

Convert a permission controlled guest to a view only guest

There is a subscription fee for permission controlled guests. There is no subscription fee for view only guests. 

To convert permission controlled guests to view only guests:

  • From the Manage people page, change the permissions to all locations and items they can access to view only.

Convert a limited member read only to limited member

There is no subscription fee for limited members read only. There is a subscription fee for limited members. Limited members' access depends on the permissions assigned when individual locations and items are shared with them.

To convert a limited member read only to a limited member, permissions to one or more locations or items they can access must be changed to full, edit, or comment. 

You can assign these permissions in two ways:

  • From the Manage people page, change the permissions of one or more locations or items they can access. 
  • While sharing one or more locations or items, assign permissions. 

Convert any role to a member or admin

There is a subscription fee for members and admins.

When you convert someone to a member or admin, they have full access to all public Workspace locations and items by default. 

To convert any role to a member or admin:

  1. Click your Workspace avatar then select Manage users. 
  2. From the Manage people page, click the appropriate tab to find the user. For example, if the person is a guest click the Guest tab.

  3. From the Role column, set Member or Admin. 

Convert any user role to owner

The current owner can transfer Workspace ownership to anyone in their Workspace. 

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