Promoting a member to admin (or demoting) Guide

Every workspace has three roles: owner, team admin, and member. As your team grows, you can promote a trusted teammate to team admin so they can help manage the workspace, or move an admin back to member. This article explains how to change a role and why the owner is always fixed.

Understanding the three roles

Each person in a workspace holds one role, which controls what they can manage.

• Owner — the person who created the workspace. The owner controls billing, holds the seat plan for everyone on the team, and has full control over the workspace. There is exactly one owner per workspace.
• Team admin — a trusted teammate who can help run the workspace: inviting new people, changing roles, editing workspace details, and removing members. Admins share the day-to-day management load with the owner.
• Member — a teammate who works inside the workspace but can't manage its settings or team. Members can do their own work with the assistant, agents, and connected tools, but can't edit the workspace name, logo, or organization details.

Tip: Promote someone to team admin only when you want them to help manage people and workspace settings. If you just want them to use the assistant and agents, member is the right role.

How to promote or demote a teammate

Only the owner or a team admin can change roles. If you're a plain member, you won't see these controls.

1. Open your Workspace settings from the account menu at the bottom of the sidebar.
2. Go to the Team tab to see everyone in the workspace and their current role.
3. Find the teammate you want to change.
4. Change their role to Team admin to promote, or back to Member to demote.
5. Save the change. The teammate's new role takes effect right away.

Changing a role doesn't affect the teammate's seat or billing — it only changes what they're allowed to manage. Their work, chats, and agents in the workspace stay exactly as they were.

Why the owner can't be demoted or removed

The owner is the person whose account carries the workspace and its billing. Because seats for the whole team are billed on the owner's plan, the workspace always needs one owner in place. For that reason:

• You can't demote the owner to admin or member.
• You can't remove the owner from the workspace.
• A team admin, even with full management powers, can't override the owner or take the owner's place.

This keeps every workspace anchored to a single, accountable owner so billing and control never end up in an undefined state.

Changing who owns the workspace

If the person responsible for the workspace needs to change — for example, a different colleague will take over billing — that's a transfer of ownership rather than a role change on the Team tab. If you need to hand a workspace over to someone else, reach out to support and we'll help you make the change safely.

Frequently confused with…

Removing a member

Demoting a team admin to member keeps them on the team. If you instead want to take someone off the team entirely, remove them from the workspace on the same Team tab. Removing a member frees up their seat.

Leaving a workspace

If you belong to someone else's workspace and want out, you can leave it yourself from your workspace list — you don't need to be demoted first. Only the owner can't leave, for the same reason they can't be removed.