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Switching a team member's role

Switching a team member's role

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  • Switching a team member's role can be done easily within featureOS by following simple steps.
  • Steps to switch roles: Navigate to Dashboard, Click on People section, Click on My Team, Click on Change Role option.
  • Different access levels include Admin, Manager, and Customer Support Manager.
  • Admins can manage team members, approve/hide posts, add integrations, etc.
  • Managers have limited access compared to Admins, but can still comment and change post status.
  • CSMs have restricted access to the dashboard without roadmap or changelog.
  • Pricing plans include specific numbers of Admin and Manager seats with the option to purchase additional seats through Organization โ†’ Billing โ†’ Power-Ups.
  • Support can be reached at [email protected] or through the support board.

You can easily switch team member access levels within featureOS to tailor permissions and responsibilities. To do so just follow these simple steps!

  • Head to the Dashboard.

  • Click on People section on the left panel โ†’ Click on My Team.

  • You will see tabs, for Admins, Managers and Customer Support Managers.

  • You can add a new team member by clicking on the + Invite button in the top right corner.

  • You can click on the ellipses, and choose the Change Role option to switch roles.

Points to note

Making a user an admin will give them the ability to approve or hide posts, manage team members, delete comments, add integrations and more.

Making a user a manager will revoke their ability to approve or hide posts, add board members, delete comments, add integrations and more. They can still comment and change post status.

Making a user a CSM will let them access only the user facing parts of the platform with limited access to the dashboard (without roadmap or changelog).

Detailed breakdown of access level for each user role

Pricing

Every plan has a specific number of Admin and Manger seats available with it.

If you would like to add more Admins or managers to your organization, you can head to the Organization โ†’ Billing โ†’ Power-Ups section to purchase additional seats!

Need more help?

Reach out to our support at [email protected] or submit a request on our support board! ๐Ÿ˜ƒ

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Swathy

Swathy