Change member workspace roles

To change the roles and permissions for members of your workspace,

  1. Hover over Settings, then click Workspaces.
  2. Click the Group tab on the left.
  3. Click the desired workspace name.
  4. Click the Members tab on the left.
  5. Click the Settings icon next to the desired member.
  6. Select a new role for the member.
  Employee Auditor Workspace Admin
Submit reports Yes Yes Yes
Comment on reports Yes Yes Yes
Approve workspace reports Only reports submitted to them Yes Yes
Edit workspace settings No No Yes
  1. If your workspace uses Advanced Approvals, select an “Approves to.” This determines who the member’s reports must be approved by, if applicable. If “no one” is selected, then any one with the Auditor or Workspace Admin role can approve the member’s reports.
  2. Click Save.

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