Managing Members & Credits
Change a teammate's role, top up their credit budget, or remove them from the workspace.
The members list on the same Members screen shows each person's name, email, and current role. Owners and Managers can make the following changes from there.
Change a Role
Use the dropdown on a member's row to switch between Manager, Editor, and User. The change takes effect immediately.
Assign More Credits
Open the ••• menu on a member's row and choose Assign Credits, or open Edit Member to top up their budget and adjust the per-renewal amount — the same Reassign on every plan renewal option available when inviting a member.
Update Agent Access
Open Edit Member, change which agents are visible to them, and save. See Per-Member Agent Visibility for how the agent selection works.
Remove a Member
Open the ••• menu on a member's row and choose Remove Member. Their access is revoked right away.