To designate a member as workspace manager, do the following:
1. Open Settings:
- Click the Profile dropdown menu at the top-right corner of the page.
- From the dropdown menu, select Settings.
2. Navigate to the Members Tab
- In the Settings dialog box and select the Members tab.
- The Members tab displays a list of all members in the workspace and their assigned roles.
3. Locate the Member
- Locate the member you wish to upgrade and click on the Roles drop-down menu next to their email address.
- From the drop-down options, select Set as Manager. A confirmation pop-up will appear.
4. Confirm the Action
- Click Yes, Confirm to finalize the process.
- Follow the same steps to revert a Project Manager to a member.
Once confirmed, the selected member will gain Workspace Manager privileges, allowing them to manage workspace settings and members.
Note: Only the Workspace Owner is authorized to designate a member as a Workspace Manager or to revert a Workspace Manager to a member. For more details, please refer to the User Roles and Permissions table.
