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Member row actions

Navigate to Members. In the Team members card, open the three-dot menu on a member row to access the actions available for that row.
The actions menu does not appear on your own row or on the row currently marked Primary Owner.

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Update role

Use Update Role to open the member-role dialog.
1

Open the actions menu

Click the actions menu on the member’s row and select Update Role.
2

Select the new role

In the Update member’s role dialog, choose a different role from the selector.
3

Confirm

Click Update role. The change takes effect immediately.
Constraints:
  • The new role must be different from the current role.
  • The row must already expose the actions menu for you.
  • The role selector shows the roles currently available to your account context.

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Transfer ownership

Transfer the Primary Owner role to another team member. After the transfer, the previous Primary Owner becomes an Owner.
1

Open the actions menu

Click the actions menu on the target member’s row and select Transfer ownership. This option is only visible to the Primary Owner.
2

Verify your identity

Complete the OTP verification flow. The confirmation form is shown only after the verification code is accepted.
3

Confirm

Confirm the transfer. The selected member becomes the new Primary Owner immediately.
Transferring ownership is irreversible unless the new Primary Owner transfers it back. You will lose access to billing, team deletion, and other Primary Owner-only actions.

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Remove member

Remove a member from the team. The removed user immediately loses access to all team data.
1

Open the actions menu

Click the actions menu on the member’s row and select Remove from account.
2

Confirm

A confirmation dialog appears. Click Remove user from team to confirm.
Constraints:
  • Your own row does not expose a remove action.
  • The primary-owner row does not expose a remove action.
  • If you need to move the top-level owner role, use Transfer ownership first.