Members, roles and teams · How-to
Change someone’s role or access
Give a member a different role, grant or take away one permission just for them, and check what they can actually do.
Open the person
In Settings › Members, press the person’s row. Their details open at the side, with their two-factor status and when they were last active.
Change the role
Choose a new “Role”. It applies straight away. Only an owner can make someone an owner, or change another owner’s role or overrides: an admin does not see Owner in the list.
Add an override
Under “Overrides”, pick a module, an action and “Grant” or “Revoke”, then press “Add”. An override applies to this person only and wins over their role. The button beside it removes it again.
Check the result
“Effective access” lists what the person can do in each module, marking what comes from an override.
Connect their HR record
If the People module is on, “Employee record” links to their HR record, or offers “Create employee record” if they have none and your role allows it.
Common questions
- Can I set a member’s overrides on the phone?
Yes: a member’s sheet shows their effective access, and the overrides change it, with the result shown as you go.
Read next
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Remove someone, transfer ownership or leave a workspace
Take away a person’s access when they leave, hand the workspace over to a new owner, or leave a workspace yourself.
Link an employee record to a login
Connect a record to the person's Setvos account, so their time clock, payslips, rota shifts and till sales are counted as theirs.
More in Members, roles and teams
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