Change a member's role & permission

As an owner or administrator for your Otter Business account, you can promote other members to help manage your account.

• Owners can deactivate or delete another admin and demote an admin. There can only be one owner of an account, but this can be transferred to another member. All owners are admins by default.
• Admins can change a role to a team member's account, hide and unhide members, and promote members as admin, as well as demote themselves back to a member role.

Choose your account owner and admins

Promoting trusted members to owner and admin roles can help with managing your Otter account. With more admins, you can share day-to-day tasks such as inviting new team members.

For the account owner, we recommend it to be:

• Founder or executive within a small startup
• Senior leadership of a specific department
• IT department for the entire organization

For admins, we recommend:

• Managers
• Senior administrative staff
• Project managers
• IT engineers or specialists

Who can manage roles

Only admins can manage roles for other members. Below is an overview of the actions each role can take.

Action	Owner	Admins
Promote to owner
Promote admins
Demote admins
Deactivate and reactivate admins
Deactivate and reactivate members
Delete members
Hide and unhide members
Resend member invitation
Cancel member invitation

Manage roles

Review your role's permissions, then use the steps below to promote or demote admins.

1. Ensure you are logged in as an admin.
2. Click Workspace > Manage Workspace > Members.
3. Under the Role column, click the dropdown next to the person whose role you'd like to change and select Promote to admin or Demote to member.
   

Changing the owner of the Workspace

Owners can designate a new admin to be the owner of the Workspace. 

1. Ensure you are logged in as the owner.
2. Click Workspace > Manage Workspace > Members.
3. Under the Role column, click the dropdown next to the member whose role you'd like to change and who is already an admin. 
4. Select Promote to owner.

Note: If you would like to change ownership to a user who has the role 'Member', you will need to promote them to 'Admin' first, before being able to promote them to 'Owner'. Only 'Admin' can be promoted to 'Owner'. 

The change will immediately take effect and the new owner will be reflected in the top right of the Workspace. The previous owner's role will be 'Admin'.