Edit a user's role

Where: Settings → Access → Users tab.

Roles aren't set in stone — promote a reliable Editor to Admin, or add another search to someone's plate as their remit grows. How you edit depends on which column the user sits in, because the two tiers are changed in different ways.

How you edit depends on the column the user is in:

• Editors and Observers (right column, grouped by job): hover over the user row and click the pencil (edit) icon. This reopens the invite modal pre-filled with their current role. Change the specific jobs, then click Update role.
• Owners and Admins (left column): there is no pencil and no hover — each row has an inline dropdown with the options "Owner", "Admin", and "Delete role". Pick a new level to change it on the spot; editing them does not reopen the invite modal.

Why the two columns edit differently

A per-job user's access is the list of jobs they're on, so editing them reopens the full invite modal — that's where you re-tick the job list. A company-wide user has nothing to scope; the only thing to change is the level itself, so it's a one-click inline dropdown. The same dropdown's "Delete role" option is also how you remove a company-wide user (see Remove a user).

Good to know. The inline dropdown moves a person between Owner and Admin in place — but there's no entry in it for Editor or Observer, because those are per-job levels and the company-wide column has no job to attach them to. To turn a company-wide user into a per-job one instead, remove their company role here, then re-invite them to the specific job. To add or drop jobs for an Editor, use the pencil on the right-hand column — that's the only place the job list is editable.