Team
Change someone's role
Give a team member a different role in your business.
Owners and admins can change roles. The change applies within a minute.
Open Team members
Go to Team → Members.
Pick the new role
Find the person and choose a new role from the list next to their name. ServFlo confirms the change, for example "Sam Lee is now Dispatcher."
Things to know
- You can't change your own role. Ask another owner or admin.
- Only an owner can make someone an owner, or change an owner's role. To hand over ownership, make the new person an owner first.
- Moving a technician to an office role needs a free office user. If your plan has no room, add a seat or upgrade first. See Office users and technicians.
- Making someone a technician? Also link them to a technician record so they see their jobs. See Give a technician app access.
To change the role on an invitation that hasn't been accepted yet, see Manage pending invitations.