Change a member's role, deactivate or reactivate

From the Members page (Settings, then Members) Owners and Partners manage the firm's members.

Change a role

1. In the member's row open the role list and choose the new role.
2. Click Change role, which appears beside the list. You see Role changed ✓.

The new role applies immediately. Compare roles in Roles and permissions.

Deactivate a member

1. Click Deactivate in the member's row.
2. Confirm: "Deactivate this member? They lose access immediately and their seat is freed."

You see Member deactivated ✓. Their data and work in the firm remain, and their seat is freed. On the Firm plan the paid seat count adjusts automatically (minimum 3).

Reactivate

Click Reactivate. This needs a free seat and the firm must not exceed its plan's user limit, otherwise the seats or limit message appears.

Rules

• "Not possible: at least one owner must remain." The last Owner can't be demoted or deactivated; promote another member to Owner first.
• "Only an owner can change or deactivate an owner." A Partner can't touch an Owner or grant the Owner role.
• "You cannot deactivate yourself."
• A deactivated person sees the firms page instead of the firm.